Work From Home - Benefits Services Representative

AO Garcia Agency; Bartlesville (OK); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who asked for guidance. You will work from a home office, deliver web presentations, and handle benefits conversations as part of a larger, ongoing client portfolio.

The position emphasizes a schedule that fits real life, with training and leaders who stay involved to help you succeed.

Qualifications

• Clear, human communication is essential.
• Ability to work without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling energy.

Responsibilities

• Enroll and support clients with guidance and mentorship.
• Present client-facing Web presentations from a home office.
• Contribute to a portfolio of ongoing client relationships.

Skills

Clear communication

Self-discipline

Process orientation

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"