Remote Member Advocate

AO Garcia Agency; Vermillion (SD); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Mentorship program

Flexible schedule

Job summary

Lever, Inc. seeks a client-facing, fully remote professional in the financial services sector based in Vermillion, SD. You will enroll and support clients who asked for guidance, delivering clear, human communication and thoughtful help.

You’ll join a growing team with tools, mentorship, and leaders who stay involved, and you’ll build a schedule that fits real life while maintaining a portfolio you continue serving.

Qualifications

• Clear, human communication is essential.
• Ability to work independently without constant supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain client relationships within a growing portfolio.
• Collaborate with a team and adapt to a fully remote setup.

Skills

Clear communication

Self-discipline

Process adoption

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"