Work From Home - Client Benefits Planner

AO Garcia Agency; Mesquite (NV); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in financial services. You will be paired with a growing team, receive mentorship, and enroll and support clients who request guidance. The position emphasizes meaningful work for families, with flexible scheduling and ongoing training.

Join a process-driven environment where clear, human communication is essential, and benefits conversations are a key part of the role.

Qualifications

• Clear and human communication.
• Discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Provide guidance and explanations to clients and families.

Skills

Clear communication

Self-discipline

Open to process

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"