New Member Onboarding Specialist - Remote

Lever, Inc.; Hamilton (OH); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide prospects through initial conversations. The role emphasizes a structured daily routine, coaching while you ramp, and no requirement to commute.

This position focuses on high-quality follow-up, professional communication, and a scalable pipeline built from warm inquiries. Training is provided to ensure readiness before handling responsibilities, with a clear leadership path for top performers.

Qualifications

• Structured daily routine and time management skills.
• Experience with outbound or warm-lead conversations.
• Willingness to be coached during ramp period.

Responsibilities

• Engage with warm leads and conduct conversations that move prospects through the funnel.
• Maintain timely follow-ups and accurate notes in CRM.
• Represent clients professionally with clear, respectful communication.

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