Work From Home Insurance Policy Representative

AO Garcia Agency; Cedar Falls (IA); Remote; USD 45,000 - 65,000; Full time

Job summary

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

The deal includes a home office setup, web presentations, meaningful work for families, ongoing training and leaders who stay involved, and a schedule you can build around real life.

Qualifications

• Clear and human communication
• Ability to work autonomously without a supervisor
• Willingness to follow a proven process
• Interest in benefits discussions beyond sales energy

Responsibilities

• Enroll and support clients who asked for guidance
• Deliver client-facing guidance in a remote setting
• Collaborate with a growing team and receive mentorship
• Offer web presentations and support scheduling around real life

Skills

Clear 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"