Remote Client Enrollment Advisor

Lever, Inc.; Greenville (MS); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a remote financial-services professional to turn warm leads into clients. This role features structured days, coaching during ramp-up, and no office requirement, letting you work from anywhere in the United States.

You’ll be measured on timely follow-up, professional video presence, quick tool adoption, and respectful client interactions as you build a sustainable pipeline and help families protect income.

Qualifications

• On-time follow-up with prospects.
• Professional video presence during interactions.
• Ability to learn new tools quickly.
• Respectful and client-focused communication.

Responsibilities

• Engage with warm leads remotely and drive conversations.
• Follow up promptly to move opportunities forward.
• Participate in coaching and ramp-up activities to achieve target metrics.

Skills

On-time follow-up

Video presence

Fast learning

Client respect

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