Virtual - Member Care Representative

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

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will partner with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance to achieve their goals.

The role emphasizes meaningful work for families, flexible scheduling, and a steady process-driven environment where you can build long-term client relationships.

Qualifications

• Clear, human communication
• Self-discipline without constant supervision
• Openness to a proven process
• Interest in benefits conversations, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance.
• Maintain client-facing focus in a fully remote role.
• Collaborate with a growing team and leverage provided tools and mentorship.

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"