Remote Benefits Team Leader in Training

AO Garcia Agency; La Vista (NE); Remote; USD 50,000 - 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 request guidance, using a structured process and tools provided.

Join a growing team that offers mentorship, real-life schedules, and training from leaders who stay involved. You will help families understand benefits through clear, human communication.

Qualifications

• Clear, human communication is essential.
• Ability to work autonomously with minimal supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance in a fully remote setting.
• Engage with clients to explain options and assist with decisions.
• Maintain client relationships and ensure a positive, helpful experience.

Skills

Client communication

Remote work

Financial services

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"