WFH Policy Guidance Specialist

Lever, Inc.

Dodge City (KS)

Remote

USD 45,000 - 70,000

Full time

4 days ago
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Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and help enroll and support clients who asked for guidance.

This position emphasizes clear, human communication, disciplined self-management, and adherence to a proven process. You'll engage in benefits conversations and help families understand options while making a real difference.

Qualifications

  • Clear, human communication required.
  • Self-discipline with no supervisor nearby.
  • Willingness to follow a proven process.
  • Interest in benefits conversations, not just sales energy.

Responsibilities

  • Enroll and support clients who asked for guidance.

Skills

Clear communication
Self-discipline
Process openness
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"
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