Insurance Service Representative - Work From Home

AO Garcia Agency; Laurel (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads, follow up with clients, and participate in a coached ramp-up process. The role emphasizes structured days and a fast learning curve, with no office requirement.

Ideal for candidates who thrive in a remote environment, value clear processes, and want to grow toward leadership opportunities as performance improves.

Qualifications

• Experience communicating with warm leads.
• Ability to maintain a professional video presence in remote interactions.
• Ability to learn tools quickly to support ramp-up.

Responsibilities

• Engage in warm-lead conversations and remote outreach.
• Maintain timely follow-up with prospects and clients.
• Adapt to structured daily workflows and coaching during ramp-up.

Skills

Warm leads handling

Video presence

Fast learning

Client respect

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