Remote Benefits Concierge Specialist

AO Garcia Agency; Pasco (WA); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship to help you succeed.

The deal includes web presentations, meaningful work for families, leadership that stays involved, and a schedule you can build around real life. You’ll deliver proactive guidance and maintain client relationships across platforms.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team and use provided tools.
• Deliver guidance via web presentations and remote interactions.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"