Remote Benefits Navigator & Client Advocate

Lever, Inc.; Warner Robins (GA); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services industry. You will enroll and support clients who request guidance, working from a home office with web presentations and a schedule that supports real-life commitments.

You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful, family-oriented outcomes by guiding clients through the process.

Qualifications

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

Responsibilities

• Support and enroll clients remotely with guidance from a prepared process.
• Engage with clients in a client-facing, financial services context.
• Collaborate with a growing team and mentors to deliver value.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services industry. You will enroll and support clients who request guidance, working from a home office with web presentations and a schedule that supports real-life commitments.

You will be paired with a growing team, receive tools and mentorship, and contribute to meaningful, family-oriented outcomes by guiding clients through the process.