Part-Time Remote Enrollment Advisor

AO Garcia Agency

Whitefish (MT)

Remote

USD 48,000 - 72,000

Full time

4 days ago
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Benefits offered by this job

Home office setup
Web presentations
Flexible schedule
Ongoing training and mentorship

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients, paired with a growing team, with tools and mentorship, and you will help them schedule and deliver presentations via web tools.

You will engage in benefits conversations, not just \

Qualifications

  • Clear and human communication.
  • Discipline without a supervisor in the hallway.
  • Openness to a proven process.
  • Interest in benefits conversations, not just \
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Responsibilities

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

Skills

Clear communication
Self-discipline
Process-oriented
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"
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