Policyholder Support Specialist - Work From Home

AO Garcia Agency; Passaic (NJ); À distance; USD 50 000 - 80 000; Plein temps

Résumé du poste

Lever, Inc. is a client-facing, fully remote financial services company seeking individuals to enroll and support clients who request guidance.

You will be paired with a growing team, receive tools and mentorship, and work on meaningful projects that help families build stronger financial footing. You will contribute by engaging clients through a proven process, maintaining clear and human communication, and building a schedule that fits real life, with a home office and web presentations

Qualifications

• Clear, human communication is essential.
• Disciplined, self-directed work style without a supervisor.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsabilités

• Enroll and support clients who asked for guidance via remote interactions.
• Collaborate with a growing team and participate in mentorship initiatives.

Connaissances

Clear communication

Self-discipline

Process orientation

Benefits conversations

Description du poste

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"