Remote Member Engagement Specialist - Mentorship

Lever, Inc.; Kelowna; Remote; CAD 40,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services position focused on guiding families through information requests, mapping needs for protection options, and running enrollment steps. The role emphasizes coaching, mentorship, and working with pre-qualified warm leads.

Expected for self-starters who thrive in a performance environment, with ongoing mentorship and a flexible schedule. A Zoom overview is the next step in the process.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

Lever, Inc. offers a remote financial-services position focused on guiding families through information requests, mapping needs for protection options, and running enrollment steps. The role emphasizes coaching, mentorship, and working with pre-qualified warm leads.

Expected for self-starters who thrive in a performance environment, with ongoing mentorship and a flexible schedule. A Zoom overview is the next step in the process.