Remote Benefits Sales Representative

AO Garcia Agency; Mount Pleasant (SC); Remote; USD 50,000 - 95,000; Full time

Job summary

Lever, Inc. seeks a client-facing professional for the financial services sector. This fully remote role involves enrolling and supporting clients who seek guidance, with a team-based environment and mentorship to help you succeed.

You will participate in benefits conversations and follow a proven process to deliver meaningful guidance that helps families achieve their financial goals. A schedule that fits real life is available, empowering balanced work and personal commitments.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and take advantage of mentorship.
• Engage clients in benefits conversations and provide guidance.

Skills

Clear communication

Self-motivation

Discipline

Process adherence

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"