Work From Home Insurance Policy Representative

AO Garcia Agency; Bridgeport (WV); Remote; USD 60,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, using web presentations and a proven process to help families make informed decisions.

You will join a growing team with mentorship and tools, and you can build a schedule that fits real life while making meaningful work for clients.

Qualifications

• Clear, human, effective communication.
• Self-motivation to work without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver web presentations to clients.
• Work with a growing team and mentorship.
• Schedule your work around real life.

Skills

Clear communication

Self-motivation

Open to process

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"