Remote Insurance Advisor: Family-Focused, Flexible Schedule

AO Garcia Agency; Bath (ME); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You'll enroll and support clients who asked for guidance, delivering clear, human assistance from home.

You'll be paired with a growing team, receive mentorship, and enjoy a schedule you can build around real life. This is a role where your work matters to families and you keep serving a portfolio of clients over time.

Qualifications

• Clear, human communication is essential.
• Self-discipline to work without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Maintain ongoing relationships with a portfolio of clients.
• Collaborate with a growing team and leverage mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You'll enroll and support clients who asked for guidance, delivering clear, human assistance from home.

You'll be paired with a growing team, receive mentorship, and enjoy a schedule you can build around real life. This is a role where your work matters to families and you keep serving a portfolio of clients over time.