Home-Based Member Services Representative

Lever, Inc.; Kent (WA); Remote; USD 60,000 - 90,000; Full time

Job summary

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

The role emphasizes clear communication and a disciplined, process-driven approach to benefits conversations rather than only sales energy. You will work from a home office, participate in web presentations, and build a portfolio of ongoing client engagements.

Qualifications

• Clear, human communication style.
• Self-discipline without constant supervision.
• Willingness to engage in benefits conversations, not just sales energy.

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"