Remote Benefits Navigator – Client-Facing Support

Lever, Inc.; Whitefish (MT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Training and mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing role in a fully remote financial services setting. You will enroll and support clients who seek guidance, using a proven process and tools provided by the team.

You’ll join a growing group with mentorship and leaders who stay involved, and you’ll help families by delivering clear, human-focused conversations about benefits and plans. This role emphasizes a schedule you can build around real life and a portfolio of clients you keep serving beyond one-off

Qualifications

• Clear, human communication.
• Self-discipline without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Guide clients through the decision process with empathy.

Skills

Clear communication

Self-discipline

Process orientation

Client focus

Job description

Lever, Inc. is seeking a client-facing role in a fully remote financial services setting. You will enroll and support clients who seek guidance, using a proven process and tools provided by the team.

You’ll join a growing group with mentorship and leaders who stay involved, and you’ll help families by delivering clear, human-focused conversations about benefits and plans. This role emphasizes a schedule you can build around real life and a portfolio of clients you keep serving beyond one-off