Home-Based Member Services Representative

Lever, Inc.; Kapolei (HI); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible hours

Ongoing mentorship

Pre-qualified leads

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a robust training system. If you are competitive and coachable, this can become a long-term career. A role with no conversations will not fit here.

Daily work includes speaking with people seeking information, mapping needs to protection options, running enrollment flows, and building a client list. You’ll be provided with pre-qualified warm leads, step-by-step onboarding, and ongoing mentorship.

Qualifications

• Strong communication skills and ability to listen to client needs.
• Able to map customer needs to protection options.
• Comfort with a performance-based environment.

Responsibilities

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

Skills

Communication

Active listening

Coaching mindset

Self-starter

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

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

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.