Remote Family Benefits Consultant

Lever, Inc.; Bismarck (ND); Remote; USD 52,000 - 78,000; 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, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will present web-based materials, engage families with meaningful benefits conversations, and build a schedule that fits real life while delivering impact you can measure. The role emphasizes autonomy and consistent, high-quality client support across time zones.

Qualifications

• Clear, humane communication with clients.
• Ability to work independently without on-site supervision.
• Open to following a proven, repeatable process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver and facilitate web presentations for clients.
• Collaborate with the team to ensure a smooth client experience and follow-through.

Skills

Clear communication

Self-motivation

Open to process

Customer-centric

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will present web-based materials, engage families with meaningful benefits conversations, and build a schedule that fits real life while delivering impact you can measure. The role emphasizes autonomy and consistent, high-quality client support across time zones.