Remote Insurance Benefits Liaison

AO Garcia Agency; Florida; Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and receiving mentorship with useful tools.

Expect a schedule that fits real life, with opportunities to deliver web presentations from a home office and to work on a portfolio that you keep serving, not just a stack of one-off calls.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, receive mentorship, and use provided tools.
• Deliver web presentations from a home office.

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"