Remote Enrollment Advisor

AO Garcia Agency; Boulder City (NV); Remote; USD 55,000 - 75,000; 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 request guidance, collaborating with a growing team, receiving tools and mentorship to drive meaningful outcomes.

You will operate in a structure that emphasizes clear, human communication, disciplined self-management, and openness to a proven process, with a focus on benefits conversations rather than hard sales.

Qualifications

• Clear, human communication is essential.
• Ability to work without constant supervision and stay self-directed.
• Willingness to follow a proven sales process.
• Interest in discussing benefits and value with clients.

Responsibilities

• Enroll and support clients who request guidance.
• Collaborate with a growing team with mentorship and tools.
• Maintain client relationships and ensure successful onboarding.

Skills

Clear communication

Disciplined work style

Open to process

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"