Remote Client Benefits Specialist

Lever, Inc.; Durham (NC); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing professional to work fully remote within financial services. You will enroll and support clients who request guidance, delivering clear, human assistance and following a proven process.

You’ll be part of a growing team with mentoring and ongoing training to build lasting client relationships. Expect a schedule that fits real life, and opportunities to contribute beyond one-off calls through a portfolio of ongoing client engagements.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations.

Responsibilities

• Enroll and support clients who request guidance.
• Partner with a growing team to deliver service.
• Conduct benefits conversations as part of guidance.

Skills

Clear communication

Self-discipline

Active listening

Job description

Lever, Inc. is seeking a client-facing professional to work fully remote within financial services. You will enroll and support clients who request guidance, delivering clear, human assistance and following a proven process.

You’ll be part of a growing team with mentoring and ongoing training to build lasting client relationships. Expect a schedule that fits real life, and opportunities to contribute beyond one-off calls through a portfolio of ongoing client engagements.