Virtual Member Services Associate

Lever, Inc.; Fremont (NE); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Warm leads

Onboarding

Remote tools

Flexible hours

Mentorship

Job summary

Lever, Inc. is seeking a driven remote financial-services teammate focused on serving families. This role is built around warm leads and a training system, offering ongoing coaching and mentorship.

A long-term career is possible for self-starters who welcome feedback and thrive in a performance environment. Daily work includes speaking with people who asked for information, mapping needs to protection options, guiding enrollment flow, and building a client list.

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.