Remote Insurance Advisor: Client-Focused & Flexible Schedule

AO Garcia Agency; Muncie (IN); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship program

Job summary

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who requested guidance, partnering with a growing team that provides tools and mentorship. The role offers a schedule you can build around real life and meaningful work that matters to families.

You will participate in benefits conversations, follow a proven process, and contribute to client success with thoughtful, human communication and dedication to outcomes.

Qualifications

• Clear, human communication essential for client interactions.
• Disciplined, self-driven work style with minimal supervision.
• Open to following a proven, structured process.
• Interest in guiding benefits conversations, not only sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors to deliver value.
• Focus on benefits and outcomes during client engagements.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who requested guidance, partnering with a growing team that provides tools and mentorship. The role offers a schedule you can build around real life and meaningful work that matters to families.

You will participate in benefits conversations, follow a proven process, and contribute to client success with thoughtful, human communication and dedication to outcomes.