Virtual - Member Care Representative

AO Garcia Agency; Toledo (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. The position focuses on enrolling and supporting clients who seek guidance and solutions.

You will be paired with a growing team, receive tools and mentorship, and work in a schedule you can build around real life, with training and leadership involvement to help you succeed.

Qualifications

• Clear, human communication and empathy for clients.
• Ability to work independently without constant supervision.
• Interest in following a proven process and methodology.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship and training.
• Maintain a client-focused approach to financial services conversations.

Skills

Clear communication

Independent work

Process orientation

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"