Protection Services Representative - Remote

AO Garcia Agency; Fort Mill (SC); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will join a team that values meaningful work for families, practical training, and leaders who stay involved. The schedule is designed to fit real life and you’ll manage a portfolio of clients, not just isolated calls.

Qualifications

• Clear and human communication style.
• Self-motivation to work independently.
• Ability to engage and guide clients effectively.
• Flexibility and adaptability to a remote setup.

Skills

Clear communication

Self-motivated

Client engagement

Adaptability

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"