Policy Enrollment Specialist - Remote

AO Garcia Agency; Florida; Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is expanding a client-facing, fully remote team in financial services. You will enroll and support clients seeking guidance, backed by mentorship and practical tools to help families.

Join a growing team with flexible scheduling and leadership involvement, focusing on benefits conversations and a process-driven approach rather than pushed energy. This role values clear, human communication and disciplined autonomy.

Qualifications

• Clear, human communication is essential.
• Self-discipline with minimal supervision.
• Willingness to follow a proven sales-education process.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver web presentations and engage families through benefits conversations.
• Collaborate with a growing team and mentors.

Skills

Clear communication

Self-discipline

Process adherence

Client relationship

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"