Remote Benefits Navigator — Client Enrollment & Guidance

Lever, Inc.; Hudson (NH); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Remote work

Mentorship program

Flexible schedule

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 seek guidance, partnering with a growing team and leveraging provided tools and mentorship to deliver meaningful support.

You will thrive with a schedule you can build around real life, a home office setup, and ongoing training from leaders who stay involved in your success. This is a role focused on helping families navigate benefits conversations with care.

Qualifications

• Clear, human communication with clients
• Ability to work independently without constant supervision
• Openness to following a proven enrollment/support process
• Interest in discussing benefits, not just basic sales conversations

Responsibilities

• Enroll clients and guide them through the process
• Support clients with mentorship and resources from the team
• Engage with a portfolio of clients via scheduled remote interactions

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, partnering with a growing team and leveraging provided tools and mentorship to deliver meaningful support.

You will thrive with a schedule you can build around real life, a home office setup, and ongoing training from leaders who stay involved in your success. This is a role focused on helping families navigate benefits conversations with care.