Virtual - Member Care Representative

AO Garcia Agency; Reading (Berks County); On-site; USD 50,000 - 65,000; Full time

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, delivering clear, human communication and a process-driven experience.

You will work with a growing team, receive mentorship, and enjoy a schedule you can build around real life while focusing on benefits conversations and meaningful outcomes for families.

Qualifications

• Clear, human communication is essential.
• Discipline without a supervisor is required.
• Openness to a proven process is needed.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Deliver a clear, helpful client experience.
• Maintain a process-driven approach to customer conversations.

Skills

Clear communication

Self-discipline

Process-oriented

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"