Virtual - Member Care Representative

AO Garcia Agency; Gresham (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Web presentations

Flexible schedule

Mentorship

Client portfolio

Job summary

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

The deal includes a home office setup, web presentations, a schedule you can build around real life, ongoing training from involved leaders, and a portfolio you continue to serve rather than a stack of one-off calls.

Responsibilities

• 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

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"