Remote Benefits Advisor for Families - Flexible Schedule

AO Garcia Agency; Mount Pleasant (SC); Remote; USD 50,000 - 95,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for the financial services sector. This fully remote role involves enrolling and supporting clients who seek guidance, with a team-based environment and mentorship to help you succeed.

You will participate in benefits conversations and follow a proven process to deliver meaningful guidance that helps families achieve their financial goals. A schedule that fits real life is available, empowering balanced work and personal commitments.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and take advantage of mentorship.
• Engage clients in benefits conversations and provide guidance.

Skills

Clear communication

Self-motivation

Discipline

Process adherence

Job description

Lever, Inc. seeks a client-facing professional for the financial services sector. This fully remote role involves enrolling and supporting clients who seek guidance, with a team-based environment and mentorship to help you succeed.

You will participate in benefits conversations and follow a proven process to deliver meaningful guidance that helps families achieve their financial goals. A schedule that fits real life is available, empowering balanced work and personal commitments.