Remote Member Care Specialist, Financial Services

AO Garcia Agency; Rockville (MD); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will partner with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance to achieve their goals.

The role emphasizes meaningful work for families, flexible scheduling, and a steady process-driven environment where you can build long-term client relationships.

Qualifications

• Clear, human communication
• Self-discipline without constant supervision
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain client-facing focus in a fully remote role.
• Collaborate with a growing team and leverage provided tools and mentorship.

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will partner with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance to achieve their goals.

The role emphasizes meaningful work for families, flexible scheduling, and a steady process-driven environment where you can build long-term client relationships.