Remote Family Benefits Consultant

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

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"