Home-Based Family Protection Consultant

AO Garcia Agency; East Honolulu (HI); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing finance services specialist to work remotely with a growing team. You will enroll and support clients who seek guidance, delivering clear, human communication and helping families make informed decisions.

This role emphasizes a proven process, ongoing training, and leaders who stay involved, with a schedule that adapts to real life. Join a portfolio of clients you keep serving rather than one-off calls.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing remote team and mentors.
• Present and support web-based materials to families.

Skills

Clear communication

Self-motivation

Process oriented

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"