Remote Client Benefits Advisor for Families

Lever, Inc.; Minot (ND); Remote; USD 45,000 - 80,000; 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, paired with a growing team and mentorship, using web presentations and structured processes.

The position emphasizes working with families and delivering meaningful, ongoing client interactions from a home office, with a schedule that accommodates real-life commitments.

Qualifications

• Clear, human communication style.
• Self-driven with discipline and no constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations beyond sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Deliver remote presentations and client interactions.
• Focus on client outcomes and value delivery.

Skills

Clear communication

Self-motivation

Process adherence

Benefits conversations

Job description

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, paired with a growing team and mentorship, using web presentations and structured processes.

The position emphasizes working with families and delivering meaningful, ongoing client interactions from a home office, with a schedule that accommodates real-life commitments.