Remote Client Relations & Enrollment Specialist

Lever, Inc.; Columbus (NE); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who request guidance, partnering with a growing team, and leveraging provided tools and mentorship.

You will experience training from leaders who stay involved and a schedule you can build around real life, with home-office flexibility and ongoing opportunities to serve families through meaningful engagements.

Qualifications

• Clear and human communication is required.
• Must work with discipline without direct supervision.
• Open to following a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and participate in training.
• Deliver web presentations from a home office.
• Build a schedule that fits real-life commitments.

Skills

Clear communication

Self-motivation and discipline

Openness to proven process

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing specialist for a fully remote role in financial services. You will enroll and support clients who request guidance, partnering with a growing team, and leveraging provided tools and mentorship.

You will experience training from leaders who stay involved and a schedule you can build around real life, with home-office flexibility and ongoing opportunities to serve families through meaningful engagements.