Part-Time Remote Member Services Specialist

AO Garcia Agency; Penn Hills (Allegheny County); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Mentorship and training

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in a financial services context. You will enroll and support clients who seek guidance, using web presentations and a proven process. You will work with a growing team and mentors, while building a schedule that fits real life and helps families.

The role emphasizes ongoing client support, remote delivery, and a portfolio of clients you keep serving rather than one-off calls. Training and leadership involvement are highlighted.

Qualifications

• Clear communication that is human and easy to understand.
• Discipline with minimal supervision and consistent follow-through.
• Openness to a proven sales/benefits process.
• Interest in discussing benefits, not just energy or pitches.

Responsibilities

• Enroll and support clients who request guidance.
• Present information to clients via web presentations.
• Partner with the team and leadership to deliver value to families.
• Adapt to a flexible schedule and remote work setup.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits discussions

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"