Benefits Concierge - Work From Home

AO Garcia Agency; Vienna (WV); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach new teammates as you ramp. You will work from anywhere with structured days and no office requirement, focusing on meaningful client conversations and steady performance growth.

High performers advance on a leadership track and join a team that values timely follow-up, professional video presence, fast learning, and strong client respect in every interaction.

Responsibilities

• Engage with warm leads in financial services.
• Provide coaching while ramping.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client