Remote Client Benefits Consultant

Lever, Inc.

Fairmont (WV)

Remote

USD 50,000 - 75,000

Full time

3 days ago
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Job summary

Lever, Inc. is seeking a client-focused professional to guide families through financial options. This fully remote role pairs you with a growing team, provides mentorship, and empowers you to enroll and support clients who seek guidance.

You will enjoy a flexible schedule built around real life, and you will manage benefits conversations to help clients understand options and value. Training and ongoing support from leaders ensure you stay involved and successful as you build long-term

Qualifications

  • Clear and human communication is essential.
  • Work with minimal supervision and remain self-motivated.
  • Open to following a proven process.
  • Interest in discussing benefits, not just sales energy.

Responsibilities

  • Enroll and support clients who asked for guidance.
  • Collaborate with a growing team and participate in mentorship.

Skills

Clear communication
Self-discipline
Process orientation
Benefits conversation

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"
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