Remote Benefits Navigator - Client Guidance (Finance)

Lever, Inc.; Box Elder (SD); Remote; USD 60,000 - 75,000; Full time

Job summary

Lever, Inc. offers a client-facing role in the financial services space, fully remote within the United States. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients seeking guidance.

Expect clear, human communication, the discipline to work without direct supervision, and adherence to a proven process while engaging in benefits conversations for families and tailored solutions.

Qualifications

• Clear and human communication is required.
• Discipline and ability to work without direct supervision.
• Openness to a proven process and guidelines.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• You are paired with a growing team and provided with tools and mentorship.
• Enroll and support clients who asked for guidance.
• Manage client interactions in a client-facing capacity and follow the established process.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. offers a client-facing role in the financial services space, fully remote within the United States. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients seeking guidance.

Expect clear, human communication, the discipline to work without direct supervision, and adherence to a proven process while engaging in benefits conversations for families and tailored solutions.