Remote Family Benefits Advisor with Flexible Schedule

Lever, Inc.; Cedar Rapids (IA); Remote; USD 42,000 - 62,000; Full time

Job summary

Lever, Inc. is seeking a client-facing associate to support families through our fully remote financial services platform. You will enroll clients, provide guidance, and connect them with the resources they asked for.

The role emphasizes a humane, clear communication style, the ability to work independently, and adherence to a proven process. Training and mentorship are provided as you build a practical, ongoing relationship with clients.

Qualifications

• Clear and human communication style.
• Self-motivated with discipline in autonomous settings.
• Willingness to follow a proven enrollment process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Deliver remote, coach-style financial guidance to families.
• Participate in a structured benefits conversation process.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing associate to support families through our fully remote financial services platform. You will enroll clients, provide guidance, and connect them with the resources they asked for.

The role emphasizes a humane, clear communication style, the ability to work independently, and adherence to a proven process. Training and mentorship are provided as you build a practical, ongoing relationship with clients.