WFH Member Support Representative

AO Garcia Agency; Lehi (UT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team, with access to tools and mentorship to help you deliver meaningful guidance.

You will engage in home-office web presentations, focus on family-relevant outcomes, and benefit from leaders who stay involved. The schedule is designed to fit real-life needs while delivering impact.

Qualifications

• Clear, human communication required.
• Self-discipline with minimal supervision.
• Willingness to follow an established process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship and tools.
• Deliver client-focused, value-driven sessions via home-office/web presentations.

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"