Remote Coverage Consultant

AO Garcia Agency; Rochester Hills (MI); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Job summary

Lever, Inc. is a client-facing, fully remote financial services company partnering with families to provide guidance and support. You will be paired with a growing team, receive tools and mentorship, and help enroll and assist clients who seek guidance.

The role emphasizes work that matters to families, with training and leaders staying involved, plus a schedule you can build around real life. Expect a supportive environment focused on lasting client relationships.

Qualifications

• Clear and human communication is required.
• Able to work without direct supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present information via web presentations to clients.
• Partner with a growing team and receive mentorship.

Skills

Clear communication

Self-discipline

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"