Member Experience Specialist - Remote

Lever, Inc.; Kahului (HI); Remote; USD 45,000 - 75,000; 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. is seeking a remote financial-services professional to engage with interested individuals, map protection needs, and guide enrollments. You will build a client list and work with pre-qualified warm leads in a coachable, performance-driven environment.

This role offers remote tools, flexible hours, and ongoing mentorship, with a path toward long-term career growth for self-starters who enjoy helping families.

Qualifications

• Customer-facing role requires strong communication.
• Coachability and willingness to improve under mentorship.
• Ability to perform in a performance-driven environment.

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

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.