Remote Enrollment Specialist: Warm Leads, Coaching & Impact

Lever, Inc.; Broken Arrow (OK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage in structured days with warm-lead conversations. You will receive coaching while you ramp, and there is no office requirement, enabling a location-flexible workflow for helping families protect income and future.

This remote position emphasizes timely follow-up, clean video presence, fast learning of tools, and respectful client interaction, with opportunities for leadership for high performers.

Qualifications

• Candidates demonstrate timely follow-up with clients, maintaining professional conduct.
• Strong video presence for remote interactions.
• Ability to learn new tools quickly and adapt to processes.

Responsibilities

• Engage in warm-lead conversations for a remote financial-services role.
• Provide coaching and support as you ramp.
• Maintain professional communication with clients and teammates.

Skills

Timely follow-up

Video presence

Fast learning

Client respect

Job description

Lever, Inc. is seeking a remote financial-services professional to engage in structured days with warm-lead conversations. You will receive coaching while you ramp, and there is no office requirement, enabling a location-flexible workflow for helping families protect income and future.

This remote position emphasizes timely follow-up, clean video presence, fast learning of tools, and respectful client interaction, with opportunities for leadership for high performers.