Remote Client Benefits Advisor

AO Garcia Agency; Suffolk (VA); 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, pairing with a growing team and receiving mentorship and tools to guide them effectively.

You can build a schedule around real life, with ongoing training and leaders who stay involved, and you will serve a portfolio of clients rather than a stack of one-off calls.

Qualifications

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

Skills

Clear communication

Self-discipline

Willingness to follow a proven process

Interest in 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"