Remote Benefits Coverage Coordinator

AO Garcia Agency; Toledo (OH); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who request guidance and work with a growing team that provides tools and mentorship.

The deal emphasizes meaningful work for families, home-office setup, web presentations, and a schedule you can build around real life. You''ll contribute to ongoing client relationships and deliver value through a proven process.

Qualifications

• Clear, human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide client-focused financial services guidance.
• Participate in training and mentorship sessions.
• Represent the company in client interactions via web presentations.

Skills

Clear communication

Self-motivated

Proven process adherence

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"