Benefits Concierge - Work From Home

AO Garcia Agency; Hyattsville (MD); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is offering a remote financial-services role built around warm leads and a structured training system. You should be competitive and coachable, with potential for long-term career growth.

Daily work includes speaking with information-seekers, mapping needs to available protection options, running a simple enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.