Work From Home - Family Advocate

AO Garcia Agency; Casper (WY); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Mentorship & training

Flexible schedule

Meaningful client work

Job summary

Lever, Inc. is seeking a remote, client-facing professional in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, and provided tools and mentorship to help you succeed.

This role offers a schedule you can build around real life, with training and leaders who stay involved, and a portfolio you keep serving—not a stack of one-off calls.

Qualifications

• Clear, human communication.
• Self-motivation without constant supervision.
• Open to a proven process.
• Interest in benefits conversations, not just “sales energy”.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and mentors.
• Deliver web presentations from home.

Skills

Clear communication

Self-discipline

Process orientation

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”