Remote Family Benefits Advisor

Lever, Inc.; Madison (WI); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who asked for guidance, and you will be paired with a growing team, given tools and mentorship.

You’ll handle training and benefits conversations rather than just chasing sales energy, with a schedule you can build around real life and a portfolio you keep serving.

Qualifications

• 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"

Skills

Clear communication

Self-motivation

Process discipline

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in the financial services space. You will enroll and support clients who asked for guidance, and you will be paired with a growing team, given tools and mentorship.

You’ll handle training and benefits conversations rather than just chasing sales energy, with a schedule you can build around real life and a portfolio you keep serving.