Remote Client Enrollment Advisor

Lever, Inc.; Brookings (SD); Remote; USD 45,000 - 70,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role based in the United States. The position emphasizes structured days, warm-lead conversations, and coaching during ramp-up.

There is no office requirement, and top performers have opportunities for leadership tracks. We prioritize timely follow-up, clear communication, and a respectful approach to clients, with training provided before performance expectations are set.

Qualifications

• Timely follow-up with leads.
• Maintain a professional video presence during calls.
• Rapidly learns new tools and processes.
• Show respect and professionalism when engaging clients.

Responsibilities

• Engage with warm leads remotely in a structured daily schedule.
• Coach clients while ramping and ensure smooth onboarding.
• Communicate clearly and follow up promptly to move deals forward.

Skills

Timely follow-up

Video presence

Fast learning on tools

Respect for client

Job description

Stop hunting strangers. Start talking to people who already raised a hand.

Remote financial-services role: structured days, warm-lead conversations, coaching while you ramp.

Why this is different

1. The work has a point — families protecting income and future.

2. Home base. No office required.

3. You are trained before you are expected to perform.

4. Your pipeline is warm leads.

5. High performers get a leadership track.

We hire for

• On-time follow-up
• Clean video presence
• Fast learning on tools
• Respect for the client