Remote Family Coverage Specialist

AO Garcia Agency; Bismarck (ND); Remote; USD 52,000 - 78,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will present web-based materials, engage families with meaningful benefits conversations, and build a schedule that fits real life while delivering impact you can measure. The role emphasizes autonomy and consistent, high-quality client support across time zones.

Qualifications

• Clear, humane communication with clients.
• Ability to work independently without on-site supervision.
• Open to following a proven, repeatable process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver and facilitate web presentations for clients.
• Collaborate with the team to ensure a smooth client experience and follow-through.

Skills

Clear communication

Self-motivation

Open to process

Customer-centric

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"