Remote Insurance Enrollment Representative

AO Garcia Agency; Cranston (RI); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. offers a client-facing, fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect to engage in benefits conversations, follow a proven process, and work with independence and discipline without constant supervision. This position emphasizes meaningful work with real-life scheduling flexibility for families.

Qualifications

• Clear, human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Maintain proactive, client-facing communications.
• Operate within a structured process to ensure consistency.

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"