Policy Enrollment Specialist - Remote

Lever, Inc.

Johnson City (TN)

Remote

USD 40,000 - 70,000

Full time

4 days ago
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Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who requested guidance, using provided tools and mentorship to deliver clear, human communication.

In this role you will work with a team that values training and leadership involvement, with a schedule that fits real life, and a portfolio of clients to serve rather than one-off calls.

Qualifications

  • Clear, human communication style.
  • Self-motivation with minimal supervision.
  • Willingness to follow a proven process.
  • Interest in benefits conversations, not just sales energy.

Skills

Clear communication
Self-motivation
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"
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