Remote Family Benefits Advisor — Flexible Schedule

AO Garcia Agency; Huntington (WV); Remote; USD 50,000 - 70,000; Full time

Job summary

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

The position emphasizes meaningful work that matters to families and flexible scheduling. Responsibilities focus on guiding clients through benefits conversations, following a proven process, and staying disciplined without constant supervision.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision and stay self-motivated.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Work with a growing team and receive mentorship.
• Communicate clearly with clients to understand needs.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

The position emphasizes meaningful work that matters to families and flexible scheduling. Responsibilities focus on guiding clients through benefits conversations, following a proven process, and staying disciplined without constant supervision.