Virtual Member Services Associate

Lever, Inc.; Elgin (IL); Remote; USD 50,000 - 80,000; Full time

Job summary

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

The deal emphasizes work that matters to families, training from leaders who stay involved, and a schedule you can build around real life— with a portfolio you keep serving beyond one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver client-facing financial services support remotely.
• Engage in benefits conversations and build trusted relationships.
• Participate in trainings and mentorship programs.

Skills

Clear communication

Self-motivation

Openness to process

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"