Member Services Associate - Work From Home

Lever, Inc.; Saint Paul (MN); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote client-facing professional in financial services. You will enroll and support clients who seek guidance, paired with a growing team, tools, and mentorship to help you succeed.

You will work in a fully remote environment with a schedule you can build around real life, while focusing on meaningful, family‑oriented outcomes through clear, human communication.

Qualifications

• Clear and human communication.
• Ability to work autonomously without a supervisor.
• Openness to following a proven process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Serve as a client-facing representative in a fully remote setting.
• Support and enroll clients who seek guidance in financial services.
• Collaborate with a growing team with tools and mentorship.
• Build a schedule that accommodates real-life commitments.

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"