Remote Policy Review Specialist

AO Garcia Agency; Powell (WY); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Mentorship

Flexible schedule

Training provided

Job summary

Lever, Inc. is expanding a client-facing, fully remote role in financial services. You will be paired with a growing team, using provided tools and mentorship to enroll and support clients seeking guidance.

The deal emphasizes a home office setup, web presentations, and a schedule that fits real life, with meaningful work for families and ongoing leadership involvement.

Qualifications

• Clear and human communication.
• Discipline without direct supervision.
• Openness to a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Pair with a growing team and leverage mentorship and tools.
• Deliver training via home office and web presentations.

Skills

Clear communication

Self-discipline

Process-oriented

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"