Remote Policyholder Services Representative

AO Garcia Agency; Prattville (AL); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role focused on warm leads and guided ramp-up. You’ll engage in structured daily activities, follow best practices, and coach clients through onboarding while building trusted relationships.

The position emphasizes quick learning, professional video presence, and timely follow-up with prospects. This is a work-from-home opportunity designed to support families and protect income with a clear performance track.

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