Virtual - Member Care Representative

AO Garcia Agency; San Francisco (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

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

You’ll work from a home office, deliver web presentations, and build a schedule that fits real life while handling benefits conversations, not just sales energy.

Qualifications

• Clear, human communication style.
• Discipline to work without direct supervision.
• Willingness to follow proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Host web presentations from a home office and communicate with the team.
• Work with a growing team, receive tools and mentorship.

Skills

Clear communication

Self-directed work style

Process adherence

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"