Family Coverage Advisor - Work From Home

AO Garcia Agency; Orlando (FL); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional to support families through a fully remote role in financial services. You will work with a growing team, get the tools and mentorship you need, and help clients who ask for guidance.

You will enroll and support clients, build relationships, and contribute to outcomes that matter to families while applying a proven process in a flexible schedule that fits real life.

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"