Home-Based Member Services Representative

Lever, Inc.; Cumberland (RI); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and provide coaching while ramping up. The role emphasizes meaningful outreach to help families protect income and future, with no office required.

Remote position designed for structured days, training prior to performance, and a pipeline of warm leads. Strong communication and learning abilities are valued to succeed in this client-focused environment.

Qualifications

• Remote financial-services role with a process-driven approach.
• You will be trained before you are expected to perform.

Responsibilities

• Conduct warm-lead conversations and guide prospects through the sales process.
• Provide coaching and ramp-up support to new hires as needed.

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client