Remote Benefits Presenter

AO Garcia Agency; Goffstown (NH); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving mentorship.

You will use web presentations, manage a schedule that fits real-life commitments, and maintain a portfolio you keep serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication throughout client interactions.
• Discipline to work without a supervisor in the hallway.
• Openness to a proven process and structured guidance.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to client audiences.
• Build and maintain a schedule that fits real life.
• Manage a portfolio of clients you keep serving.

Skills

Clear communication

Self-discipline

Process orientation

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"