Remote Benefits Advisor for Families

Lever, Inc.; Georgetown (DE); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with mentorship and tools.

You will work in a setup that emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio you will keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Client-facing engagement with a fully remote setup.
• Enroll and support clients who requested guidance.
• Collaborate with a growing team and receive training and mentorship.
• Build a schedule that accommodates real-life commitments.
• Manage a portfolio of clients and deliver consistent value instead of one-off calls.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, paired with a growing team, with mentorship and tools.

You will work in a setup that emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio you will keep serving rather than a stack of one-off calls.