Remote Member Services Specialist

Lever, Inc.; Plainfield (NJ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads with structured days, coaching while you ramp, and a pipeline of ready opportunities. This fully remote role emphasizes process discipline and client-first communication.

Ideal candidates demonstrate timely follow-up, clear video presence, quick tool adoption, and a respectful, professional approach to client interactions, with no office requirement.

Qualifications

• On-time follow-up is essential.
• Strong presence on video calls and virtual settings.
• Fast learner with new tools and processes.
• Professional and respectful client interactions.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

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