Remote Insurance Enrollment Representative

AO Garcia Agency; Colorado Springs (CO); Remote; USD 55,000 - 75,000; Full time

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 request guidance, and you will present information via web sessions from your home office. You will work with a growing team to provide meaningful support to families and align on a proven process.

The role emphasizes clear, human communication, self-motivation, and a willingness to discuss benefits with clients while delivering real value and outcomes.

Qualifications

• Must communicate clearly and human with clients.
• Able to work independently without direct supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits as part of client conversations.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations from a home office.
• Collaborate with a growing team to drive client outcomes.
• Engage clients in benefits conversations as part of guidance.

Skills

Clear communication

Self-discipline

Process adherence

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"