Remote Family Benefits Representative

Lever, Inc.; Madison (WI); Remote; USD 50,000 - 75,000; Full time

Job summary

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

You’ll handle training and benefits conversations rather than just chasing sales energy, with a schedule you can build around real life and a portfolio you keep serving.

Qualifications

• 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"

Skills

Clear communication

Self-motivation

Process discipline

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"