Remote Insurance Service & Benefits Advisor

Lever, Inc.; Hamilton (OH); Remote; USD 65,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll clients who seek guidance.

The position emphasizes delivering clear, human communication and building trusted relationships with families and individuals. You will enjoy a flexible schedule that supports real-life commitments while managing benefits conversations and guiding clients through the process.

Qualifications

• Clear, human communication in client conversations.
• Disciplined, self-directed work style without constant supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits, not only energy for sales.

Responsibilities

• Support and enroll clients seeking guidance with financial services.
• Partner with a growing team, using provided tools and mentorship.
• Deliver client-focused experiences with clear, helpful communication.

Skills

Clear communication

Self-motivation

Process adherence

Benefits-focused selling

Job description

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll clients who seek guidance.

The position emphasizes delivering clear, human communication and building trusted relationships with families and individuals. You will enjoy a flexible schedule that supports real-life commitments while managing benefits conversations and guiding clients through the process.