Remote Client Benefits Specialist

AO Garcia Agency; Lakeville (MN); À distance; USD 60 000 - 80 000; Plein temps

Résumé du poste

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using remote tools and live web presentations to explain options and benefits.

You will join a growing team with mentorship, training, and leaders who stay involved, and you can build a schedule that fits real life while serving a portfolio of clients.

Qualifications

• Clear and human communication is required.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsabilités

• Enroll and support clients who request guidance.
• Present information to clients through home-office sessions and web presentations.

Connaissances

Clear communication

Self-discipline

Openness to process

Benefits conversations

Description du poste

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in the financial services space. You will enroll and support clients who seek guidance, using remote tools and live web presentations to explain options and benefits.

You will join a growing team with mentorship, training, and leaders who stay involved, and you can build a schedule that fits real life while serving a portfolio of clients.