Remote Member Services Specialist

AO Garcia Agency; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Mentorship program

Flexible schedule

Remote work

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will join a growing team, receive tools and mentorship, and focus on guiding clients who seek advice.

You will enroll and support clients, building lasting relationships, and contribute to meaningful work that helps families navigate their finances with confidence.

Qualifications

• Clear and human communication in client interactions.
• Self-motivated with discipline and minimal supervision.
• Openness to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Partner with a growing team and leverage provided tools and mentorship.
• Deliver client-facing financial services support remotely.
• Contribute to a schedule that fits real-life needs.

Skills

Communication

Discipline

Process orientation

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"