Virtual Policyholder Support Representative

AO Garcia Agency; Hendersonville (TN); Presencial; USD 38.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Descripción de la vacante

Lever, Inc. is seeking a remote financial-services associate who thrives on coaching and helping families. In this role you speak with people who asked for information, map their protection needs, and guide them through a simple enrollment flow.

You will work with pre-qualified warm leads, receive step-by-step onboarding, and use remote tools. Flexible hours and ongoing mentorship create a long-term career path for self-starters who enjoy teamwork and performance-driven environments.

Formación

• Self-starters who like helping families and can handle a performance environment.
• Willingness to receive feedback and coaching.

Responsabilidades

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Descripción del empleo

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.