Remote Benefits Intake Associate

Lever, Inc.; Georgetown (DE); Remote; USD 55,000 - 75,000; 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 requested guidance, paired with a growing team, with mentorship and tools.

You will work in a setup that emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio you will keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Client-facing engagement with a fully remote setup.
• Enroll and support clients who requested guidance.
• Collaborate with a growing team and receive training and mentorship.
• Build a schedule that accommodates real-life commitments.
• Manage a portfolio of clients and deliver consistent value instead of one-off calls.

Skills

Clear communication

Self-discipline

Process orientation

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"