Remote Benefits Navigator (Client-Facing, FinServ)

Lever, Inc.; Boulder City (NV); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance.

The position emphasizes working from a home office, delivering web presentations, and scheduling that adapts to real-life commitments. You will serve a portfolio of clients beyond one-off calls, with training and leadership support from the team.

Qualifications

• Clear and human communication is essential.
• Ability to work without direct supervision and stay disciplined.
• Comfort with a proven process and guidelines.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Engage with clients to understand needs and guide them through benefits-related guidance.
• Partner with a growing team to deliver consistent, helpful client support.
• Use provided tools to enroll and support clients who request guidance.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance.

The position emphasizes working from a home office, delivering web presentations, and scheduling that adapts to real-life commitments. You will serve a portfolio of clients beyond one-off calls, with training and leadership support from the team.