At-Home Client Enrollment Specialist

AO Garcia Agency; Grand Island (NE); Remote; USD 42,000 - 64,000; Full time

Job summary

Lever, Inc. is hiring for a fully remote, client-facing role in financial services. You will join a growing team with tools and mentorship to enroll and support clients who seek guidance, while offering benefits-related conversations and meaningful work that matters to families.

The role emphasizes a schedule you can build around real life, with ongoing training and leadership involvement to help you succeed in a remote setting.

Qualifications

• Clear, human, and effective communication
• Ability to work independently without direct supervision
• Willingness to follow established processes
• Interest in discussing employee benefits, not just sales energy

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage with clients in a client-facing, remote environment to explain options and assist with decisions

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"