Remote Member Success & Guidance Specialist

AO Garcia Agency; Carson City (NV); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Fully remote

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship.

This position emphasizes meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients and guide benefits conversations, not just sales energy.

Qualifications

• Clear and human communication.
• Discipline without a supervisor in the hallway.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Skills

Client-facing communication

Independent discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship.

This position emphasizes meaningful work for families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio of clients and guide benefits conversations, not just sales energy.