Remote Client Enrollment Advisor

Lever, Inc.; Town of Middletown (NY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a remote financial-services role that emphasizes warm-lead conversations, structured days, and coaching as you ramp to independence. You’ll start with training and supported ramp-up, then take ownership of conversations with leads ready to engage.

There’s no office to commute to, and the role rewards fast learners and respectful communicators with a clear path to leadership as you prove results. This is a fully remote opportunity.

Qualifications

• From the HTML, responsibilities focus on warm-lead conversations and remote work.
• Training and coaching provided before performing.
• Strong emphasis on timely follow-up and professional demeanor.

Responsibilities

• Handle warm-lead conversations remotely with clients.
• Ramp up with coaching and training before taking ownership.
• Maintain high standards of client respect and communication.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the 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