Remote Benefits Navigator | Client-Facing Support

AO Globe Life; Council Bluffs (IA); Remote; USD 42,000 - 65,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance. The position emphasizes meaningful, long-term portfolio work with flexible scheduling and ongoing client engagement.

Expect Web presentations and training from leaders who stay involved, with a focus on clear, human communication and disciplined self-management in a remote environment.

Qualifications

• Clear, human communication is essential.
• Ability to work independently with minimal supervision.

Responsibilities

• Enroll clients and help them get started with guidance.
• Support clients who request assistance, ensuring a smooth experience.
• Present information to clients via web presentations and virtual meetings.
• Collaborate with a growing team and mentors to improve processes.

Skills

Client communication

Remote work discipline

Process adherence

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.