Remote Benefits Guidance Specialist

Lever, Inc.; Sandy Springs (GA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing specialist to join a growing, fully remote financial services team. You will enroll and support clients who seek guidance, delivering clear, human conversations and practical assistance.

You will be paired with mentors, use proven processes, and shape a schedule that fits real life while delivering meaningful work families rely on.

Qualifications

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

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and receive mentorship.
• Engage in web presentations and follow a structured process.

Skills

Communication

Discipline

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"