Remote Insurance Sales Representative

AO Garcia Agency; Raleigh (NC); Remote; USD 52,000 - 82,000; Full time

Benefits offered by this job

Mentorship and tools

Flexible schedule

Remote presentation opportunities

Job summary

Lever, Inc. is seeking a client-facing role in financial services with a fully remote setup. You will enroll and support clients who request guidance, and deliver web presentations as part of a growing team.

You will work with mentoring and tools to build relationships, serving a portfolio of clients with a schedule that fits real life while making meaningful impact.

Qualifications

• Clear, human communication without jargon.
• Discipline to work independently without a supervisor.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations to client groups.
• Manage a portfolio of clients with ongoing engagement.

Skills

Clear communication

Self-discipline

Process orientation

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"