Virtual Member Care Specialist

AO Garcia Agency; Lawrence (KS); Remote; USD 50,000 - 75,000; 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 seek guidance, using clear communication and a proven process to help families plan their benefits and finances.

You'll join a growing team with mentorship, tools, and flexible scheduling that fits real life. This role emphasizes relationships, ongoing learning, and delivering value through thoughtful conversations and presentations.

Qualifications

• Clear, human communication is essential.
• Ability to work independently with minimal supervision.
• Openness to following a proven process and methodologies.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Deliver web presentations to client groups.
• Collaborate with a growing team and leverage mentorship.
• Maintain a schedule that fits real life.

Skills

Clear communication

Self-discipline

Process orientation

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"