Remote Insurance Client Advisor

AO Garcia Agency; Richmond; Remote; CAD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote financial services company. You will enroll and support clients who asked for guidance, using a proven process and the support of a skilled team. The role emphasizes clear, human communication and meaningful work that directly helps families.

Join a growing team that values mentorship, practical tools, and a schedule you can build around real life while delivering value to clients who seek guidance on benefits and financial options.

Qualifications

• Clear, human communication is essential.
• Ability to work with minimal supervision and within a proven process.
• Willingness to discuss benefits as part of client conversations.
• Comfort with a client-facing, remote role.

Responsibilities

• Enroll and support clients who asked for guidance.
• Represent the company in client conversations with a focus on value.
• Collaborate with mentors and a growing team to deliver guidance.

Skills

Clear communication

Self-discipline

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"