Remote Benefits Advisor for Families

Lever, Inc.; Greenville (MS); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Flexible schedule

Mentorship program

Job summary

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

You will work with a portfolio you keep serving, with a schedule you can build around real life, and training from leaders who stay involved to help you succeed. This role emphasizes clear communication, empathy, and a disciplined approach to guiding families through benefits

Qualifications

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

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver value through benefits conversations and client education.

Skills

Clear, human communication

Self-discipline without oversight

Openness to a proven process

Interest in benefits conversations

Job description

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

You will work with a portfolio you keep serving, with a schedule you can build around real life, and training from leaders who stay involved to help you succeed. This role emphasizes clear communication, empathy, and a disciplined approach to guiding families through benefits