Remote Member Care Specialist – Financial Services

AO Garcia Agency; Gilbert (AZ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Flexible schedule

Mentorship program

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentored through a proven process.

You will deliver guidance through web presentations from a home office, with a schedule you can build around real life, and work that matters to families. This role emphasizes clear communication and thoughtful benefit discussions.

Qualifications

• Clear, human communication.
• Self-motivation and discipline to work without direct supervision.
• Interest in benefits conversations, not just sales energy.
• Ability to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Deliver guidance via remote presentations and webinars.
• Collaborate with mentors and a growing team.

Skills

Clear communication

Self-motivation

Client guidance

Process adherence

Job description

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team and mentored through a proven process.

You will deliver guidance through web presentations from a home office, with a schedule you can build around real life, and work that matters to families. This role emphasizes clear communication and thoughtful benefit discussions.