Home-Based Enrollment Associate

Lever, Inc.; Newport (RI); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services role built around warm leads and a training system. If you’re competitive and coachable, it can become a long-term career.

Daily work includes speaking with people who asked for information, mapping needs to protection options, running an enrollment flow, and building a client list. The role offers pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

• Self-starters who enjoy helping families and performing under feedback.
• Willingness to be coached and improve through mentorship.
• Comfort with a performance-driven environment.

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.