Insurance Service Representative - Work From Home

Lever, Inc.; Hamilton (OH); Remote; USD 65,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in the financial services space. You will be paired with a growing team, receive tools and mentorship, and enroll clients who seek guidance.

The position emphasizes delivering clear, human communication and building trusted relationships with families and individuals. You will enjoy a flexible schedule that supports real-life commitments while managing benefits conversations and guiding clients through the process.

Qualifications

• Clear, human communication in client conversations.
• Disciplined, self-directed work style without constant supervision.
• Willingness to follow a proven sales process.
• Interest in discussing benefits, not only energy for sales.

Responsibilities

• Support and enroll clients seeking guidance with financial services.
• Partner with a growing team, using provided tools and mentorship.
• Deliver client-focused experiences with clear, helpful communication.

Skills

Clear communication

Self-motivation

Process adherence

Benefits-focused selling

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"