Remote Client Benefits Consultant

Lever, Inc.; Ames (IA); 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, leveraging tools and mentorship to deliver practical help.

You will work with a growing team, present via web sessions, and build relationships with families by guiding them through the benefits conversation, not just sales energy. The role offers training, involved leadership, and a schedule that fits real life, with a portfolio you keep

Qualifications

• Clear and humane communication with clients.
• Ability to work autonomously without a supervisor.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process mindset

Client-focused selling

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"