Remote Benefits Advisor for Families | Flexible Schedule

Lever, Inc.; Brattleboro (VT); Remote; USD 52,000 - 82,000; Full time

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 tools and mentorship, and support clients who request guidance.

The position emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life. This is a trusted, ongoing portfolio relationship rather than one-off calls.

Qualifications

• Clear, human communication.
• Self-discipline with no supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

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Skills

Clear, human communication

Self-discipline

Openness to a proven process

Benefits conversation minded

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 tools and mentorship, and support clients who request guidance.

The position emphasizes work that matters to families, with training and leaders who stay involved, and a schedule you can build around real life. This is a trusted, ongoing portfolio relationship rather than one-off calls.