Remote Benefits Advisor for Families | Financial Services

Lever, Inc.; College Park (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote team member in the financial services space. You will enroll and support clients seeking guidance, with training and mentorship from leaders who stay involved, and a schedule you can build around real life.

You will work with a portfolio of clients, delivering value through clear communication and a proven process in a home-office setup with web presentations that matter to families.

Qualifications

• Clear, human communication style.
• Ability to work autonomously without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in client-facing activities in a fully remote finance services context.
• Participate in training sessions and work with involved leaders.
• Schedule conversations around real-life commitments.

Skills

Communication

Autonomy

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote team member in the financial services space. You will enroll and support clients seeking guidance, with training and mentorship from leaders who stay involved, and a schedule you can build around real life.

You will work with a portfolio of clients, delivering value through clear communication and a proven process in a home-office setup with web presentations that matter to families.