Remote Enrollment Advisor — Warm Leads & Coaching Path

Lever, Inc.; Frankfort (KY); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to manage structured days, warm-lead conversations, and coaching as you ramp. This is a home-based role with no office requirement.

You will follow up promptly, maintain a clear video presence, and learn our tools quickly while helping clients protect their income and future. We train before performance and offer a leadership track for top performers.

Qualifications

• Experience in financial services outreach or sales is a plus.
• Strong communication and empathy with clients.
• Ability to learn new tools quickly.

Responsibilities

• Handle structured days and warm-lead conversations.
• Provide coaching while ramping and learn our processes.
• Maintain professional video presence and timely follow-ups.

Skills

Communication

Active listening

Coaching

Fast learner

Tools

CRM software

Job description

Lever, Inc. is seeking a remote financial-services professional to manage structured days, warm-lead conversations, and coaching as you ramp. This is a home-based role with no office requirement.

You will follow up promptly, maintain a clear video presence, and learn our tools quickly while helping clients protect their income and future. We train before performance and offer a leadership track for top performers.