Remote Benefits Advisor for Families

AO Garcia Agency; Miami (FL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, work with a growing team, and benefit from tools and mentorship to build meaningful client relationships.

The position emphasizes delivering clear information, following a proven process, and prioritizing benefits conversations. A schedule that accommodates real life is offered, with ongoing training and leadership involvement.

Qualifications

• Clear and human communication required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information clearly and help clients understand options.
• Maintain a portfolio of clients and ongoing engagement.

Skills

Clear communication

Independent work

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who ask for guidance, work with a growing team, and benefit from tools and mentorship to build meaningful client relationships.

The position emphasizes delivering clear information, following a proven process, and prioritizing benefits conversations. A schedule that accommodates real life is offered, with ongoing training and leadership involvement.