New Member Onboarding Specialist - Remote

Lever, Inc.; Utqiaġvik (AK); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

No office required

Job summary

Lever, Inc. is seeking candidates for a remote financial-services role focused on warm, human conversations with leads. The position emphasizes structured days and coaching as you ramp, with no office required.

You will follow up promptly, maintain a professional video presence, and learn our tools quickly to serve clients effectively. This role rewards disciplined execution and clear client communication.

Qualifications

• Must be able to follow up promptly with warm leads.
• Ability to learn tools quickly and apply coaching guidance.
• Maintain a professional video presence during remote interactions.

Responsibilities

• Engage with warm leads in remote financial-services conversations.
• Maintain structured daily workflows and coaching during ramp-up.
• Deliver high-quality client interactions with clear communication.

Skills

Warm leads

On-time follow-up

Fast learning

Video presence

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