Work From Home Insurance Policy Representative

Lever, Inc.; Goffstown (NH); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a motivated advisor to work remotely in the financial services space, focusing on coaching and building a long-term career with structured training.

The role centers on speaking with information-seeking clients, mapping their protection needs, guiding enrollment steps, and cultivating a client list while benefiting from pre-qualified warm leads and ongoing mentorship.

Qualifications

• Must have strong verbal communication and active listening.
• Ability to work independently in a remote setting.
• Comfort handling feedback and coaching to improve performance.

Responsibilities

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

Skills

Communication skills

Coachable

Customer service mindset

Job description

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.