Remote Policyholder Services Representative

AO Garcia Agency; Georgetown (KY); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Remote role

No office required

Leadership track

Job summary

Lever, Inc. is seeking a remote financial-services role focused on warm-lead conversations and building trust with prospective clients.

You will be trained before performing, work with structured days, and ramp with coaching while you accelerate your capabilities. High performers have a leadership track and clear growth opportunities, all without requiring an office base.

Qualifications

• Prompt, consistent follow-up with leads.
• Maintain a professional video presence.
• Demonstrate quick learning of tools.
• Show respect and professionalism toward clients.

Responsibilities

• Engage in warm-lead conversations remotely.
• Coach new hires during ramp-up.
• Follow structured daily routines.
• Maintain timely follow-ups with prospects.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client