Remote Benefits Enrollment Advisor

Lever, Inc.; Oakland (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship

Meaningful work

Job summary

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

This role emphasizes clear, human communication and a collaborative process that delivers meaningful value to families. Join a team where training, leadership involvement, and a flexible schedule let you build a meaningful career while helping clients achieve their

Qualifications

• Clear and human communication.
• Disciplined and self-directed work style.
• Openness to a proven process and framework for client guidance.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver presentations to clients via web formats.

Skills

Clear communication

Self-motivation

Process adherence

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"