Work From Home - Member Solutions Representative

Lever, Inc.; Fayetteville (NC); Remote; USD 45,000 - 65,000; 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 motivated remote professional to engage with prospective clients and guide them through information gathering and enrollment steps.

Daily activities include speaking with interested individuals, mapping protection needs, running enrollment flows, and building a client list. The role emphasizes a coachable mindset, a competitive drive, and long-term career potential in financial services.

Qualifications

• Willing to be coached and receptive to feedback.
• Competitive and aiming for long-term career in financial services.

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.

Skills

Speak with clients

Coachable

Self-starter

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.