Work From Home - Member Solutions Representative

Lever, Inc.; St. George (LA); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote team member in the United States to enroll and support clients seeking guidance in financial services. You’ll be paired with a growing team, given tools and mentorship, and work on presentations and conversations that matter to families.

You’ll enjoy a flexible schedule, a portfolio of clients to keep serving, and training from leaders who stay involved. This role focuses on benefits conversations and clear, human communication.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver guidance in financial services through provided tools.
• Maintain a schedule that fits real life.

Skills

Clear communication

Self-discipline

Process-oriented

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"