Remote Benefits Guidance Specialist

AO Garcia Agency; Corpus Christi (TX); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who ask for guidance.

The deal emphasizes working from home, practical training, and a schedule that fits real life. You should bring clear, human communication, self-discipline without constant supervision, and willingness to follow a proven process, with a focus on benefits conversations beyond generic sales energy.

Qualifications

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

Responsibilities

• Enroll and support clients who ask for guidance.
• Be client-facing in a fully remote setup within financial services.
• Collaborate with a growing team and utilize provided tools and mentorship.

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"