Work From Home - Client Benefits Specialist

AO Garcia Agency; Montgomery (AL); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role within the financial services space.

You will be paired with a growing team, receiving tools and mentorship to enroll and support clients who seek guidance. The deal emphasizes working on meaningful projects that impact families, with training and leaders who stay involved and a flexible schedule.

Qualifications

• Clear and human communication style.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver financial-services guidance through remote interactions.

Skills

Clear communication

Self-motivated

Process-oriented

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"