Remote Family Benefits Advisor

Lever, Inc.; Surprise (AZ); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship program

Portfolio engagement

Job summary

Lever, Inc. is seeking a remote client-facing professional in financial services who will enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and help clients navigate benefits conversations as part of a flexible schedule.

The role emphasizes helping families and delivering meaningful work through a structured process and ongoing client portfolio management.

Qualifications

• Clear, human communication with clients.
• Autonomous work style with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only energy for sales.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver web presentations to clients.
• Build a schedule that fits real life and maintain a client portfolio.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a remote client-facing professional in financial services who will enroll and support clients seeking guidance. You will be paired with a growing team, receive tools and mentorship, and help clients navigate benefits conversations as part of a flexible schedule.

The role emphasizes helping families and delivering meaningful work through a structured process and ongoing client portfolio management.