Family Coverage Advisor - Remote

AO Garcia Agency; Deming (NM); Remote; USD 42,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote professional in financial services to enroll and support clients who request guidance.

You will be paired with a growing team, receive tools and mentorship, and participate in a proven process while building a schedule that fits real life.

Training and leadership stay involved as you handle benefits conversations, not just sales energy.

Qualifications

• Clear communication with clients in a human, understandable manner.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process and guidelines.
• Interest in discussing benefits, not just selling energy.

Responsibilities

• Enroll and support clients who request guidance.
• Be paired with a growing team and receive mentorship.
• Follow a schedule you can build around real life.
• Maintain a portfolio of clients you keep serving with consistency.

Skills

Clear communication

Self-motivation

Process adoption

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"