Remote Enrollment Advisor: Warm Leads & Coaching

Lever, Inc.; Toledo (OH); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and maintain structured days. You will coach clients as you ramp and build rapport with prospects from home, without a fixed office. The role emphasizes fast learning, timely follow-up, and a respectful, client-focused approach.

High performers can access a leadership track as you demonstrate results with warm leads and reliable communication, while contributing to a client-focused service culture.

Qualifications

• Remote role with structured days and warm leads.
• Coaching while you ramp up and build rapport with clients.

Responsibilities

• Engage with warm financial-services leads from a remote setting.
• Maintain professional communication and timely follow-up with prospects.
• Support clients with coaching and guidance as you ramp.

Skills

On-time follow-up

Video presence

Fast learning

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage warm leads and maintain structured days. You will coach clients as you ramp and build rapport with prospects from home, without a fixed office. The role emphasizes fast learning, timely follow-up, and a respectful, client-focused approach.

High performers can access a leadership track as you demonstrate results with warm leads and reliable communication, while contributing to a client-focused service culture.