Remote Member Services Specialist

AO Garcia Agency; Pueblo (CO); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist to enroll and support clients who asked for guidance in the financial services space.

You'll join a growing team with tools and mentorship, delivering meaningful work for families, and a schedule you can build around real life, while maintaining ongoing client relationships. This role emphasizes clear, human communication and a proven process for benefits conversations.

Qualifications

• Clear, human communication required.
• Ability to enroll and guide clients through processes.
• Comfort with a remote, self-managed work environment.

Responsibilities

• Enroll clients and support them in guidance engagements.
• Collaborate with the team and utilize provided tools.
• Balance multiple client requests with attention to detail.
• Maintain ongoing client relationships for continued service.

Skills

Client communication

Self-motivation

Independent work

Process adherence

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"