Remote Enrollment Specialist for Families

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

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.