Remote Client Enrollment Advisor, Warm Leads, Structured Day

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

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.