Remote Benefits Advisor for Families

Lever, Inc.; Kahului (HI); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship

Job summary

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, backed by a growing team, tools, and mentorship.

The deal emphasizes home-office presentations, work that matters to families, ongoing training, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear, human, client-facing communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Pair with a growing team, using tools and mentorship.
• Deliver client presentations and guidance via web sessions.

Skills

Clear and human communication

Independent work discipline

Openness to proven process

Interest in benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, backed by a growing team, tools, and mentorship.

The deal emphasizes home-office presentations, work that matters to families, ongoing training, and a schedule you can build around real life, with a portfolio you keep serving rather than a stack of one-off calls.