Part-Time Remote Member Services Specialist

Lever, Inc.; New Iberia (LA); Remote; USD 40,000 - 55,000; 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 self-motivated remote-ready professional to engage warm leads in a supportive coaching environment within a financial-services context. This role emphasizes communication, onboarding, and client education, with the potential for long-term career growth.

The daily work focuses on speaking with information-seeking prospects, mapping needs, guiding enrollment, and building a serviced client list, supported by mentorship and flexible hours.

Qualifications

• Must be self-motivated and coachable.
• Experience in customer-facing roles is a plus.
• Comfort with 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.