Remote Benefits Navigator for Families, Flexible Schedule

Lever, Inc.; Jackson (WY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and mentors. The deal emphasizes a schedule you can build around real life, home office setup, and meaningful work for families.

Responsibilities include guiding clients through the process, presenting value, and maintaining ongoing relationships with a focus on benefits conversations rather than pure sales energy.

Qualifications

• Clear and human communication expected.
• Self-discipline without micromanagement.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who requested guidance.
• Work with a growing team and receive mentorship.
• Deliver value in client-facing interactions with financial services focus.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, working with a growing team and mentors. The deal emphasizes a schedule you can build around real life, home office setup, and meaningful work for families.

Responsibilities include guiding clients through the process, presenting value, and maintaining ongoing relationships with a focus on benefits conversations rather than pure sales energy.