Remote Family Services Enrollment Specialist

Lever, Inc.; Aurora (IL); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional to support clients in financial services. You will enroll clients, deliver web presentations, and guide benefits conversations with real-world impact.

You will join a growing team with tools and mentorship, focusing on meaningful work that helps families. The role offers a schedule you can build around real life and opportunities to maintain a portfolio of clients beyond one-off calls, with training and leadership involvement

Qualifications

• Strong, human-centered communication required.
• Ability to work without direct supervision and stay disciplined.
• Willingness to follow a proven process and procedures.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients in financial services programs.
• Deliver and host web presentations for prospects and clients.
• Participate in training and mentorship activities with the team.
• Manage an ongoing client portfolio with ongoing engagement.

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional to support clients in financial services. You will enroll clients, deliver web presentations, and guide benefits conversations with real-world impact.

You will join a growing team with tools and mentorship, focusing on meaningful work that helps families. The role offers a schedule you can build around real life and opportunities to maintain a portfolio of clients beyond one-off calls, with training and leadership involvement