WFH Policy Guidance Specialist

AO Garcia Agency; Wauwatosa (WI); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, delivering web presentations and conversations that help families plan their benefits.

You will join a growing team, receive mentorship, and contribute to a portfolio you keep serving rather than a stack of one-off calls. The role emphasizes clarity, self-discipline, and a flexible schedule that fits real life.

Qualifications

• Clear and human communication
• Ability to work without direct supervision
• Willingness to follow a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Deliver web presentations to clients
• Collaborate with a growing team for mentorship
• Maintain ongoing client portfolio and support families

Skills

Client communication

Self-motivation

Process adherence

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"