Remote Client Guidance & Enrollment Specialist

Lever, Inc.; Sheridan (WY); Remote; USD 42,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who ask for guidance, paired with a growing team, tools and mentorship, with training and leaders who stay involved.

The position offers home-office web presentations, a schedule built around real life, and ongoing relationships with families served by the portfolio you keep.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow a proven sales process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Engage with clients on guidance needs and onboarding.
• Participate with a growing team using available tools and mentorship.
• Deliver web presentations from a home office.

Skills

Clear communication

Self-discipline

Process-oriented

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who ask for guidance, paired with a growing team, tools and mentorship, with training and leaders who stay involved.

The position offers home-office web presentations, a schedule built around real life, and ongoing relationships with families served by the portfolio you keep.