Remote Policy Guidance Advisor

Lever, Inc.; Wauwatosa (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and conversations that help families plan their benefits.

You will join a growing team, receive mentorship, and contribute to a portfolio you keep serving rather than a stack of one-off calls. The role emphasizes clarity, self-discipline, and a flexible schedule that fits real life.

Qualifications

• Clear and human communication
• Ability to work without direct supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Deliver web presentations to clients
• Collaborate with a growing team for mentorship
• Maintain ongoing client portfolio and support families

Skills

Client communication

Self-motivation

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and conversations that help families plan their benefits.

You will join a growing team, receive mentorship, and contribute to a portfolio you keep serving rather than a stack of one-off calls. The role emphasizes clarity, self-discipline, and a flexible schedule that fits real life.