Remote Enrollment Representative

AO Garcia Agency; Bixby (OK); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in the United States. You will enroll and support clients who seek guidance within financial services, while leveraging responsive mentorship from a growing team.

The position emphasizes clear, human communication, disciplined independence, and openness to a proven process. You will engage in benefits conversations, not just sales energy, and help families navigate options with care.

Qualifications

• Clear and human communication style required.
• Ability to work without constant supervision.
• Openness to following a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and receive mentorship.
• Represent financial services in client-facing interactions.
• Build a workflow that fits real-life schedules.

Skills

clear communication

self-discipline

process adherence

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"