Virtual - Member Care Representative

AO Garcia Agency; Pawtucket (RI); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Fully remote

Mentorship

Flexible schedule

Home office

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 request guidance, pairing with a growing team and using the tools and mentorship provided.

This position emphasizes work that matters to families, with a schedule you can build around real life and ongoing training from engaged leaders.

Qualifications

• Clear communication that is friendly and human.
• Self-motivation to work without direct supervision.
• Ability to focus on client needs and outcomes.
• Adaptability to a changing work environment.

Responsibilities

• Enrol and support clients seeking guidance on financial services.
• Collaborate with a growing team, using provided tools and mentorship.

Skills

Clear communication

Self-motivated

Client-focused

Adaptability

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"