Remote Financial Services Account & Enrollment Specialist

Lever, Inc.; Muncie (IN); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is hiring for a remote financial-services role built around warm leads and a structured training system. You’ll be coached to grow your skills and advance into a long-term career, with mentorship and flexible hours.

Daily work includes speaking with information-seekers, mapping needs to protection options, guiding enrollments, and building a client list. This is a performance-driven environment designed for self-starters who enjoy helping families.

Qualifications

• Self-starters who enjoy helping families and can thrive in a performance-driven environment.
• Willingness to be coached and to welcome feedback for growth.

Responsibilities

• Speak with people who requested information.
• Assess needs and map them to suitable protection options.
• Guide clients through a straightforward enrollment flow.
• Build and maintain a client list.

Job description

Lever, Inc. is hiring for a remote financial-services role built around warm leads and a structured training system. You’ll be coached to grow your skills and advance into a long-term career, with mentorship and flexible hours.

Daily work includes speaking with information-seekers, mapping needs to protection options, guiding enrollments, and building a client list. This is a performance-driven environment designed for self-starters who enjoy helping families.