Remote Enrollment Team Lead — Coaching & Warm Leads

Lever, Inc.; Hartford (CT); Remote; USD 65,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a remote financial-services professional who thrives on structured days and warm leads. You will engage prospects to advance their interest and guide them through initial conversations with a client-first mindset.

You will be trained before performing and supported with coaching as you ramp, ensuring you communicate clearly, maintain timely follow-ups, and present yourself with a professional video presence. This role offers growth toward leadership for high performers.

Qualifications

• Must demonstrate reliable follow-up with clients.
• Ability to present oneself well on video calls.
• Quickly learn new tools and processes.
• Show respect and professionalism in client interactions.

Responsibilities

• Engage with warm leads through scheduled conversations.
• Conduct remote financial-services discussions to understand client needs.
• Provide coaching and ramp support to new teammates.
• Maintain structured daily routines and timely follow-ups with prospects.

Skills

On-time follow-up

Clean video presence

Fast learning on tools

Respect for client

Job description

Lever, Inc. is seeking a remote financial-services professional who thrives on structured days and warm leads. You will engage prospects to advance their interest and guide them through initial conversations with a client-first mindset.

You will be trained before performing and supported with coaching as you ramp, ensuring you communicate clearly, maintain timely follow-ups, and present yourself with a professional video presence. This role offers growth toward leadership for high performers.