Remote Client Enrollment Specialist — Financial Services

Lever, Inc.; El Paso (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a remote client-facing role in financial services. You will be paired with a growing team, receive tools and mentorship, and support clients who requested guidance. The position emphasizes delivering clear, human communication and value through benefits conversations within a proven process.

Ideal candidates demonstrate self-discipline, openness to structured methods, and the ability to work without a supervisor, while building trust with families through meaningful guidance.

Qualifications

• Clear, human communication style.
• Ability to work without direct supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Be paired with a growing team and receive mentorship and tools.
• Engage in client-facing activities remotely, delivering guidance and value.

Skills

Clear communication

Self-discipline

Process orientation

Client-focused conversations

Job description

Lever, Inc. seeks a remote client-facing role in financial services. You will be paired with a growing team, receive tools and mentorship, and support clients who requested guidance. The position emphasizes delivering clear, human communication and value through benefits conversations within a proven process.

Ideal candidates demonstrate self-discipline, openness to structured methods, and the ability to work without a supervisor, while building trust with families through meaningful guidance.