Work From Home - Supplemental Insurance Representative

AO Garcia Agency; Blacksburg (VA); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the financial services space. You will enroll and support clients who request guidance, paired with a growing team and access to tools and mentorship.

The role emphasizes training, ongoing client engagement, and a schedule you can build around real life, with a portfolio you keep serving rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Partner with clients to enroll and support them, guiding them through the process.
• Maintain and nurture a client portfolio with ongoing service rather than one-off calls.

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”