Remote Benefits Navigator & Client Advocate

AO Globe Life; 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

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”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.