Remote Membership & Benefits Advisor

AO Garcia Agency; Atlanta (GA); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal emphasizes flexible scheduling, meaningful work for families, training and leaders who stay involved, and ongoing portfolio relationships rather than one-off calls.

Qualifications

• Excellent verbal and written communication.
• Ability to work autonomously without constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Communicate clearly with clients to build trust.
• Participate in training and mentorship programs.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services. You’ll be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

The deal emphasizes flexible scheduling, meaningful work for families, training and leaders who stay involved, and ongoing portfolio relationships rather than one-off calls.