Remote Flexibility for Detail-Oriented Helpers

AO Globe Life; Lawrenceville (GA); Remote; USD 65,000 - 90,000; 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 work with colleagues across the organization to deliver value to families, balancing a flexible schedule with real-life commitments as part of a client-centric, outcome-driven environment.

Qualifications

• Clear and human communication required.
• Ability to work independently without direct supervision.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Provide client-focused guidance for financial services remotely.

Skills

Clear communication

Self-motivated

Process-oriented

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"