Remote Family Benefits Advisor – Flexible Schedule

AO Garcia Agency; Glasgow (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote role within financial services. You will be paired with a growing team, provided with tools and mentorship, and encouraged to enroll and assist clients who seek guidance.

You will engage in benefits conversations, contribute to a proven process, and schedule your work around real life while maintaining a portfolio of clients to serve.

Qualifications

• Clear and human communication required.
• Ability to work without direct supervision.
• Interest in benefits conversations and guided processes.

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in a proven process for client interactions.
• Build relationships with clients while working remotely in financial services.

Skills

Clear communication

Self-motivation

Client guidance

Education

Bachelor’s degree (preferred)

Job description

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote role within financial services. You will be paired with a growing team, provided with tools and mentorship, and encouraged to enroll and assist clients who seek guidance.

You will engage in benefits conversations, contribute to a proven process, and schedule your work around real life while maintaining a portfolio of clients to serve.