New Member Onboarding Specialist - Remote

Lever, Inc.; Danbury (CT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Onboarding provided

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services role focused on engaging warm leads and guiding clients through information requests. The position emphasizes being coachable, competitive, and aiming for long-term career growth within a flexible, remote environment.

You will work with pre-qualified leads, receive step-by-step onboarding, and benefit from ongoing mentorship as you build a client list and run enrollment flows.

Qualifications

• Remote financial-services role based on warm leads.
• Willing to be coached and competitive.
• Opportunity for long-term career growth.
• Flexible hours and remote work 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

Skills

Communication

Coachability

Self-starter

Empathy

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.