Remote Member Services Specialist

Lever, Inc.; Bixby (OK); Remote; USD 35,000 - 70,000; 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 remote financial-services professional to engage warm leads and guide families through simple enrollment steps. This role rewards performance and provides coaching to help you grow into a long-term career.

Daily work includes talking with interested individuals, mapping needs to protection options, and building a trusted client list. Mentorship, flexible hours, and robust remote tools support your success.

Qualifications

• Self-starters who enjoy helping families and can handle a performance-driven environment.

Responsibilities

• Speak with people who asked for information and guide them through enrollment flow.
• Map needs to available protection options and tailor recommendations.
• Build and service a client list for ongoing relationships.
• Collaborate with mentors to improve using provided onboarding.

Skills

Communication

Lead follow-up

Enrollment flows

Client servicing

Tools

CRM tools

Remote tools

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.