Remote Benefits Representative

AO Garcia Agency; St. Albans (VT); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional in the United States to enroll and support clients who request guidance. You will work with a growing team, receive mentorship, and use provided tools to deliver guidance on benefits and services.

The role emphasizes clear, human communication, self-discipline, and adherence to a proven process. It offers a flexible schedule and the opportunity to serve families through a portfolio of ongoing client relationships.

Qualifications

• Clear and human communication style.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team with tools and mentorship.
• Deliver client-centric service in a fully remote setup.

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"