Remote Enrollment Specialist: Warm Leads & Structured Days

Lever, Inc.; New Iberia (LA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Leadership track

Remote-first role

Job summary

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from day one. You will be trained before performing, with a focus on protecting client income and securing future opportunities from warm pipelines.

This remote position offers a structured day, ramping coaching, and a path to leadership for high performers. No office is required, and performance is driven by clear client care and fast tool adoption.

Qualifications

• Must maintain timely follow-up with leads
• Professional video presence during remote interactions
• Adapt quickly to new tools and processes
• Strong client respect and communication are essential

Responsibilities

• Lead conversations with warm leads remotely in a financial-services context
• Coach and ramp during onboarding to ensure performance readiness
• Maintain a structured daily workflow and disciplined prospecting
• Collaborate with team to optimize client communications and outcomes

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for the client

Job description

Lever, Inc. is seeking a remote financial-services professional to engage with warm leads and guide conversations from day one. You will be trained before performing, with a focus on protecting client income and securing future opportunities from warm pipelines.

This remote position offers a structured day, ramping coaching, and a path to leadership for high performers. No office is required, and performance is driven by clear client care and fast tool adoption.