Virtual Member Services Associate

AO Garcia Agency; Alexandria (VA); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who seek guidance, working with a growing team and leveraging mentorship and tools to deliver value. Expect web presentations and a schedule that fits real life.

Ideal candidates communicate clearly, stay self-disciplined without constant supervision, and thrive following a proven process while engaging in benefits conversations, not just sales energy.

Qualifications

• Clear communication that is clear and human.
• Ability to work without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just \

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and tools.
• Deliver web presentations to clients in a remote setup.

Skills

Clear communication

Self-discipline

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"