Remote Client Care and Enrollment Specialist

Lever, Inc.; Carmel (IN); Remote; USD 50,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing role in financial services that is fully remote from Indiana. You will enroll and support clients who have asked for guidance, paired with a growing team, and receive tools and mentorship to succeed.

You will engage in benefits conversations, follow a proven process, and build a schedule that fits real life while managing a portfolio of clients you continue to serve.

Qualifications

• Clear and human communication.
• Self-discipline without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just 'sales energy'.

Responsibilities

• Enroll and support clients who asked for guidance.
• Partner with a growing team and mentors to deliver guidance.
• Manage a portfolio of ongoing client relationships.

Skills

Clear communication

Self-discipline

Proven process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing role in financial services that is fully remote from Indiana. You will enroll and support clients who have asked for guidance, paired with a growing team, and receive tools and mentorship to succeed.

You will engage in benefits conversations, follow a proven process, and build a schedule that fits real life while managing a portfolio of clients you continue to serve.