Remote Enrollment Specialist – Financial Services

Lever, Inc.; BLOOMINGTON (MN); Remote; USD 60,000 - 90,000; 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. is seeking a remote financial-services specialist to work with warm leads and a structured training system. The role emphasizes coaching, ongoing mentorship, and a performance-driven environment, with a career path built around development and feedback.

Ideal candidates are competitive, self-motivated, and enjoy helping families. A long-term career can unfold for those who thrive on coaching and continuous improvement in a remote setting.

Qualifications

• Self-starters who like helping families and can handle a performance environment.

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

Job description

Lever, Inc. is seeking a remote financial-services specialist to work with warm leads and a structured training system. The role emphasizes coaching, ongoing mentorship, and a performance-driven environment, with a career path built around development and feedback.

Ideal candidates are competitive, self-motivated, and enjoy helping families. A long-term career can unfold for those who thrive on coaching and continuous improvement in a remote setting.