Remote Benefits Advisor with Flexible Schedule & Mentorship

Lever, Inc.; Twin Falls (ID); Remote; USD 50,000 - 70,000; 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, using a proven process and a human, clear communication style.

You will join a growing team with mentorship and tools, handle scheduling around real life, and maintain a portfolio of clients you keep serving beyond one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work autonomously without direct supervision.
• Willingness to follow a proven process.
• Interest in involving benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information via web presentations.
• Maintain a client portfolio and provide ongoing support.
• Work in a fully remote, client-facing financial services role.

Skills

Communication

Self-discipline

Process adherence

Benefits conversations

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, using a proven process and a human, clear communication style.

You will join a growing team with mentorship and tools, handle scheduling around real life, and maintain a portfolio of clients you keep serving beyond one-off calls.