Remote Financial Enrollment Specialist

Lever, Inc.

Hendersonville (TN)

Remote

USD 38,000 - 60,000

Full time

6 days ago
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Benefits offered by this job

Pre-qualified warm leads
Step-by-step onboarding
Remote tools
Flexible hours
Ongoing mentorship

Job summary

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long‑term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. The role provides pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

Qualifications

  • Self-starters who like helping families.

Responsibilities

  • Speak with people who asked for information
  • Map needs to available protection options
  • Run a simple enrollment flow
  • Build and service a client list

Job description

Lever, Inc. offers a remote financial-services seat built around warm leads and a structured training system. If you are competitive and coachable, it can become a long‑term career.

Daily work includes speaking with people who asked for information, mapping needs to available protection options, running a simple enrollment flow, and building and servicing a client list. The role provides pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship.

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