Remote Policyholder Services Representative

AO Garcia Agency; Sheridan (WY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to work with warm leads and coaching as you ramp. This role emphasizes building trust, guiding conversations, and closing deals while maintaining compliance.

Based at home with no office required, you will be trained before you are expected to perform and will advance through a leadership track for top performers. You will receive structured training and ongoing coaching as part of a clear performance path.

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