Remote Benefits Advisor

AO Garcia Agency; Town of Florida (NY); Remote; USD 70,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional. The role emphasizes structured days, engaging with warm leads, and coaching while you ramp. Candidates should excel at follow-up and maintain a professional video presence for client interactions.

Remote work is supported with no office required, and top performers have opportunities for leadership tracks as you build pipeline and client relationships.

Qualifications

• Basic ability to manage client communications effectively.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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