Work From Home - Client Benefits Planner

Lever, Inc.; Lexington (KY); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Remote work

Mentorship

Flexible hours

Clear expectations

Job summary

Lever, Inc. is seeking a self-motivated team member to help families understand and set up protection options from a remote home office.

You will join a mentorship-driven team with flexible hours, coaching instead of burn-out, and a clear path for growth based on results and attitude. If you value integrity, strong communication, and reliable self-management, this role offers honest conversations and a supportive culture.

Qualifications

• Excellent communication skills across channels.
• Strong self-management and discipline.
• Ability to work well in a team and follow processes.

Responsibilities

• Work with families to understand and set up protection options.
• Operate in a remote work environment with flexible hours.
• Engage in coaching and mentorship to enable growth.
• Maintain honest, transparent conversations and reliable collaboration.

Skills

Communication

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional