Part-Time Remote Insurance Representative

AO Garcia Agency

Farmington (NM)

Remote

USD 60,000 - 85,000

Full time

5 days ago
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Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who request guidance, working with a growing team and mentors to deliver meaningful help.

The position emphasizes real-life scheduling flexibility and a portfolio of ongoing client engagements. Expect clear, human communication, self-discipline without constant oversight, and openness to a proven process.

Qualifications

  • Clear, human communication.
  • Self-discipline: work without a supervisor nearby.
  • Willingness to follow a proven process.
  • Interest in discussing benefits, not just sales energy.

Responsibilities

  • Enroll and support clients who seek guidance.
  • Partner with a growing team and leverage mentorship.
  • Deliver client-facing guidance in a fully remote setup.
  • Coordinate scheduling that fits real-life commitments.

Skills

Communication
Self-discipline
Process mindset
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"
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