Virtual Insurance Advisor

AO Garcia Agency; Albany (GA); Remote; USD 70,000 - 110,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing role in the financial services space. This fully remote position pairs you with a growing team and provides tools and mentorship to enroll and support clients seeking guidance.

You will engage in web presentations and contribute to meaningful work that helps families. Expect training and active involvement from leaders, with a schedule you can adapt to real life. You will manage a portfolio of clients, avoiding one-off calls and ensuring ongoing value

Qualifications

• Clear, human communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver web presentations and client-facing sessions.
• Collaborate with a growing team while staying aligned with leaders.
• Build a flexible schedule that fits real-life commitments.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"