Remote Family Benefits Planner

AO Garcia Agency; Montgomery (AL); Remote; USD 42,000 - 66,000; Full time

Job summary

Lever, Inc. is building a remote-friendly team that helps families understand and set up protection options, with a focus on practical steps and clear outcomes.

You’ll collaborate across functions, ask thoughtful questions, and translate complex insurance concepts into simple guidance for families. The role offers work from home, flexible hours, mentorship, and a growth path for those with numbers and the right attitude.

Qualifications

• Strong communication skills and the ability to explain complex topics clearly.
• Capacity for self-management and prioritization in a remote environment.
• Team-oriented with reliable habits and transparent collaboration.
• Demonstrates integrity and ethical decision-making in all interactions.

Skills

Communication skill

Self-management

Team habits

Integrity

Job description

Remote seat on a team that helps families understand and set up protection options.

Flexible hours. Mentorship. Clear expectations.

Offer

• 1. Purpose with a process — not vague “help people.”
• 2. Work from home.
• 3. A growth path if the numbers and the attitude are there.
• 4. Coaching instead of sink-or-swim.
• 5. Honest conversations only. No pressure theater.

Bring

• Communication skill
• Self-management
• Team habits
• A spine — integrity is not optional