At-Home Family Services Representative

AO Garcia Agency; Chesapeake (VA); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional in a fully remote role within financial services. You will enroll and support clients who asked for guidance, joining a growing team with tools and mentorship.

You will work with a portfolio you keep serving, not just a stack of one-off calls, and build a schedule that fits real life while making a meaningful impact for families.

Qualifications

• Clear, human communication is required.
• Self-motivated with discipline without direct supervision.
• Open to a proven sales/benefits process.
• Interest in benefits conversations, not just "sales energy".

Skills

Communication

Discipline

Process adherence

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"