Remote Benefits Representative

AO Garcia Agency; Twin Falls (ID); Remote; USD 50,000 - 70,000; 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, using a proven process and a human, clear communication style.

You will join a growing team with mentorship and tools, handle scheduling around real life, and maintain a portfolio of clients you keep serving beyond one-off calls.

Qualifications

• Clear, human communication is essential.
• Ability to work autonomously without direct supervision.
• Willingness to follow a proven process.
• Interest in involving benefits discussions, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Present information via web presentations.
• Maintain a client portfolio and provide ongoing support.
• Work in a fully remote, client-facing financial services role.

Skills

Communication

Self-discipline

Process adherence

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"