Remote Client Benefits Advisor

Lever, Inc.; Fayetteville (NC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who seek guidance.

You will have a schedule you can build around real life, engage clients in meaningful conversations, and contribute to a process-driven environment that prioritizes families’ financial wellbeing.

Qualifications

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

Responsibilities

• Enroll and support clients who request guidance.
• Engage client-facing conversations in a fully remote setup.
• Participate in training and mentorship programs.

Skills

Clear communication

Self-motivation

Discipline

Process-oriented

Job description

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who seek guidance.

You will have a schedule you can build around real life, engage clients in meaningful conversations, and contribute to a process-driven environment that prioritizes families’ financial wellbeing.