Part-Time Policy Enrollment Specialist - Work From Home

Lever, Inc.; Waukegan (IL); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing remote specialist to support families with financial guidance. This role emphasizes clear, human communication and a disciplined, process-driven approach.

You'll enroll clients, deliver web presentations, and collaborate with mentors to build a schedule that fits real life. Training and leadership will stay involved as you manage a growing client portfolio.

Qualifications

• Clear, human communication style.
• Self-motivated with discipline and initiative.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Participate in training and mentorship from leaders.
• Deliver web presentations to clients.
• Build a schedule that fits real life.

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"