Enrollment Services Representative - Remote

AO Garcia Agency; Goose Creek (SC); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will join a growing team, receive mentorship, and guide clients who request guidance. The position offers the flexibility to build a schedule around real-life commitments and work remotely with a supportive leadership structure.

You will enroll and support families, with training and leaders who stay involved, focusing on helpful conversations about benefits and a scalable process rather than isolated calls.

Qualifications

• Clear, human communication in client interactions.
• Ability to work autonomously without a supervisor.
• Openness to following a proven sales/support process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team with mentorship and tools.
• Maintain a schedule that fits real life needs.
• Provide client-focused guidance in a financial services context.

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"