Enrollment Services Representative - Remote

Lever, Inc.; New Britain (CT); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Fully remote

Flexible schedule

Mentorship

Job summary

Lever, Inc. is seeking a client-facing specialist to enroll and support clients in a fully remote role within financial services. You will engage clients who seek guidance, present solutions via web sessions, and collaborate with mentors to ensure meaningful outcomes.

This position emphasizes human, clear communication and disciplined execution. The role offers a flexible schedule built around real life, with ongoing training and leadership involvement to support your success and a portfolio you

Qualifications

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

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations to client groups.
• Collaborate with mentors and leaders to tailor guidance.
• Maintain ongoing relationships with a client portfolio.

Skills

Clear communication

Self-discipline

Process-minded

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"