Remote Insurance Client Advisor

AO Garcia Agency; New Iberia (LA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Flexible schedule

Fully remote work

Job summary

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

You will receive tools and mentorship, and have a schedule you can build around real life, with training and leaders who stay involved.

Qualifications

• 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".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, with tools and mentorship.
• Deliver client-focused guidance and wrap-around support remotely.

Skills

Clear communication

Self-discipline

Open to process

Benefits conversations

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"