Remote Benefits Outreach Specialist - Flexible, Impactful

AO Garcia Agency; Saint Charles (MO); Remote; USD 65,000 - 95,000; Full time

Job summary

Lever, Inc. is seeking a motivated client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal emphasizes a schedule you can build around real life, ongoing training, and leaders who stay involved. This is work that matters to families, with a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing guidance in financial services.

Skills

Clear communication

Self-discipline

Openness to process

Benefits conversations

Job description

Lever, Inc. is seeking a motivated client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

The deal emphasizes a schedule you can build around real life, ongoing training, and leaders who stay involved. This is work that matters to families, with a portfolio you keep serving rather than a stack of one-off calls.