Remote Insurance Enrollment Specialist | Flexible Schedule

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

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.