Remote Member Advocate

Lever, Inc.; Laurel (DE); Remote; USD 48,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will work with a growing team, receive mentorship, and enroll and support clients who asked for guidance.

This position emphasizes clear communication, self-discipline, and openness to a proven process, with a schedule you can build around real life and meaningful work that helps families.

Qualifications

• Clear and human communication is required.
• Self-discipline without a supervisor.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team and use provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process-oriented

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"