Remote Policyholder Support Specialist - Client-Facing

AO Garcia Agency; Passaic (NJ); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote financial services company seeking individuals to enroll and support clients who request guidance.

You will be paired with a growing team, receive tools and mentorship, and work on meaningful projects that help families build stronger financial footing. You will contribute by engaging clients through a proven process, maintaining clear and human communication, and building a schedule that fits real life, with a home office and web presentations

Qualifications

• Clear, human communication is essential.
• Disciplined, self-directed work style without a supervisor.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance via remote interactions.
• Collaborate with a growing team and participate in mentorship initiatives.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is a client-facing, fully remote financial services company seeking individuals to enroll and support clients who request guidance.

You will be paired with a growing team, receive tools and mentorship, and work on meaningful projects that help families build stronger financial footing. You will contribute by engaging clients through a proven process, maintaining clear and human communication, and building a schedule that fits real life, with a home office and web presentations