Remote Client Success & Enrollment Specialist

Lever, Inc.; Pasco (WA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a role with no conversations will not survive here.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list, all supported by onboarding, remote tools, and ongoing mentorship.

Qualifications

• Comfort with coaching and feedback.
• Self-starter with customer-service mindset.

Responsibilities

• Speak with people who asked for information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication skills

Coachable

Job description

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, this can become a long-term career; a role with no conversations will not survive here.

Daily work includes speaking with information-seeking individuals, mapping needs to available protection options, running enrollment flows, and building a serviced client list, all supported by onboarding, remote tools, and ongoing mentorship.