Remote Member Account Specialist

Lever, Inc.; Bozeman (MT); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role with structured days and warm-lead conversations. You will engage with leads that have already raised a hand, delivering professional service from anywhere and without an office requirement.

The position includes coaching during ramp-up and a path to leadership for high performers. You will be evaluated on follow-up quality, video presence, and rapid tool learning in a client-focused environment.

Qualifications

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client

Responsibilities

• Remote financial-services role with structured days and warm-lead conversations.
• Coaching while you ramp and grow with a leadership track for top performers.

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