Member Experience Specialist - Remote

AO Garcia Agency; Farmington Hills (MI); Remote; USD 40,000 - 60,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and coach them through onboarding. The role features structured days and no office required, allowing you to work from anywhere while building trust with prospects.

You will be trained before you are expected to perform, with a pipeline fed by warm leads. High performers have a path to leadership and greater responsibility as you ramp.

Qualifications

• Prompt follow-up with leads to maintain engagement.
• Clear, professional video presence during calls or demos.
• Rapidly learn tools and processes used in the role.
• Show respect and confidentiality for client information.

Responsibilities

• Conduct warm-lead conversations and coaching during ramp.
• Follow structured days and maintain high-quality lead follow-up.
• Advance pipeline through consistent client engagement.

Skills

On-time follow-up

Video presence

Fast learner

Client respect

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