Remote Enrollment Specialist — Financial Services Mentor

Lever, Inc.; Olive Branch (MS); Remote; USD 42,000 - 65,000; 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 driver for a remote financial-services role designed around warm leads and a structured training system. The position offers the potential for a long-term career with coaching and ongoing mentorship.

It emphasizes proactive communication and customer-oriented enrollment support. The role focuses on speaking with information requests, mapping needs for protection options, and guiding clients through enrollment while building a reliable client list, with generous

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 driver for a remote financial-services role designed around warm leads and a structured training system. The position offers the potential for a long-term career with coaching and ongoing mentorship.

It emphasizes proactive communication and customer-oriented enrollment support. The role focuses on speaking with information requests, mapping needs for protection options, and guiding clients through enrollment while building a reliable client list, with generous