Work From Home - Client Benefits Associate

Lever, Inc.; Fayetteville (NC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and enroll and support clients who seek guidance.

You will have a schedule you can build around real life, engage clients in meaningful conversations, and contribute to a process-driven environment that prioritizes families’ financial wellbeing.

Qualifications

• Clear, human communication required.
• 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 request guidance.
• Engage client-facing conversations in a fully remote setup.
• Participate in training and mentorship programs.

Skills

Clear communication

Self-motivation

Discipline

Process-oriented

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"