Remote Benefits Navigator & Client Advocate

Lever, Inc.; Missouri; Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a client-facing role within financial services. This position is fully remote, pairing you with a growing team and providing tools and mentorship to guide clients who seek guidance.

You will enroll and support clients, building trusted relationships. The role emphasizes meaningful work that matters to families, with a schedule you can build around real life and ongoing training from leaders who stay involved.

Qualifications

• Clear, human communication with clients.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Deliver client-facing financial services interactions.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. in the United States is seeking a client-facing role within financial services. This position is fully remote, pairing you with a growing team and providing tools and mentorship to guide clients who seek guidance.

You will enroll and support clients, building trusted relationships. The role emphasizes meaningful work that matters to families, with a schedule you can build around real life and ongoing training from leaders who stay involved.