Policyholder Support Specialist - Work From Home

AO Garcia Agency; South Sioux City (NE); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services professional for a seat built around warm leads and a structured training system. The role offers flexible hours, step-by-step onboarding, and ongoing mentorship to help you grow.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running a simple enrollment flow, and building and servicing a client list; success comes with coachable, self-starting individuals.

Qualifications

• Self-starter who enjoys helping families and thrives in a performance environment.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.