Remote Benefits Advisor for Families

Lever, Inc.; Springfield (OR); Remote; USD 50,000 - 80,000; 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 asked for guidance, collaborating with a growing team and using provided tools and mentorship.

You’ll work from home, with web presentations and a schedule that respects real life, while delivering meaningful work to families and building a portfolio of ongoing client relationships rather than one-off calls.

Responsibilities

• Enroll and support clients who asked for guidance.
• Paired with a growing team and mentored with tools and support.
• Deliver clear, human communication with clients.
• Home office setup and web presentations; a schedule you can build around real life.

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 asked for guidance, collaborating with a growing team and using provided tools and mentorship.

You’ll work from home, with web presentations and a schedule that respects real life, while delivering meaningful work to families and building a portfolio of ongoing client relationships rather than one-off calls.