Remote Protection Planning Advisor

AO Garcia Agency; Muncie (IN); Remote; USD 40,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a remote team member to work from home with warm leads, focusing on families. You will learn a system, build a client book, and grow with a supportive training structure.

Your day includes meetings, clear explanations, consistent follow-ups, and meticulous notes and scheduling. This position rewards coachable, reliable individuals and uses Zoom for interviews.

Qualifications

• Coachable and consistent work ethic.
• Strong written communication expected.
• Ability to follow training and coaching.

Responsibilities

• Attend web-conference meetings from home.
• Perform follow-ups with leads and scheduling.
• Take notes and maintain scheduling records.

Skills

Coachable

Consistency

Written communication

Job description

Work from home. Work warm leads with families. Learn a system. Build a book.

That is the job in one line.

Included

• Web-conference meetings from home
• Full-time or part-time options
• No cold calling
• Written training plus live coaching
• Advancement for people who lead their numbers

Your day

Meetings. Plain-language explanations. Follow-up. Notes and scheduling.

Apply if you are coachable and consistent. Skip it if you disappear when nobody is watching.

Zoom interviews only.