Remote Enrollment Specialist - Financial Services

Lever, Inc.; Burnsville (MN); Remote; USD 40,000 - 60,000; 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 self-motivated individuals for a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, this can become a long-term career.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a trusted client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.

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 self-motivated individuals for a remote financial-services seat built around warm leads and a structured training system. If you are competitive and willing to be coached, this can become a long-term career.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a trusted client list. We provide pre-qualified leads, onboarding, remote tools, flexible hours, and ongoing mentorship.