Remote Family Care Benefits Representative

AO Garcia Agency; Glasgow (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to support clients in a fully remote role within financial services. You will be paired with a growing team, provided with tools and mentorship, and encouraged to enroll and assist clients who seek guidance.

You will engage in benefits conversations, contribute to a proven process, and schedule your work around real life while maintaining a portfolio of clients to serve.

Qualifications

• Clear and human communication required.
• Ability to work without direct supervision.
• Interest in benefits conversations and guided processes.

Responsibilities

• Enroll and support clients who asked for guidance.
• Participate in a proven process for client interactions.
• Build relationships with clients while working remotely in financial services.

Skills

Clear communication

Self-motivation

Client guidance

Education

Bachelor’s degree (preferred)

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"