Remote Benefits Navigator & Client Advocate

Lever, Inc.; Stillwater (OK); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in the financial services sector. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The position emphasizes a home-office setup, meaningful work for families, ongoing training, and a flexible schedule that fits real-life commitments. You will maintain a portfolio of clients while delivering value through guided conversations.

Qualifications

• Clear, human communication style.
• Disciplined, able to work without constant supervision.
• Willingness to engage in a proven benefits-led process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and use provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in the financial services sector. You will be paired with a growing team, provided tools and mentorship, and expected to enroll and support clients who asked for guidance.

The position emphasizes a home-office setup, meaningful work for families, ongoing training, and a flexible schedule that fits real-life commitments. You will maintain a portfolio of clients while delivering value through guided conversations.