Remote Client Concierge & Enrollment Specialist
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a motivated remote financial-services specialist to join a role built around warm leads and a structured training program.
Daily work includes speaking with interested clients, mapping needs to protection options, running enrollment steps, and building a client list, with ongoing mentorship, step-by-step onboarding, and flexible hours to support performance-driven growth.
Job description
Lever, Inc. is seeking a motivated remote financial-services specialist to join a role built around warm leads and a structured training program.
Daily work includes speaking with interested clients, mapping needs to protection options, running enrollment steps, and building a client list, with ongoing mentorship, step-by-step onboarding, and flexible hours to support performance-driven growth.
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