Remote Benefits Navigator for Clients

AO Globe Life; Farmington Hills (MI); Remote; USD 40,000 - 75,000; Full time

Benefits offered by this job

Home office

Remote work

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing role in financial services, fully remote. You will join a growing team, receive mentorship, and enroll and support clients who asked for guidance. The position emphasizes clear communication, disciplined work without constant oversight, and openness to a proven sales process.

This remote role offers a home office setup, a schedule you can build around real life, and ongoing training with leadership committed to your success.

Qualifications

• Clear communication is essential for client guidance and collaboration.
• Discipline to work without direct supervision and manage time effectively.
• Willingness to adapt to evolving processes and client needs.
• Interest in discussing benefits and value with clients beyond pure sales.

Responsibilities

• Client-facing work in a fully remote, financial services setting.
• Be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Skills

Clear communication

Self-discipline

Adaptability

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.