Remote Financial Services Client Enrollment Specialist

Lever, Inc.; Lawton (OK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote position in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will work from home, build meaningful relationships with families, and participate in a proven process designed for consistency and trust. Training and leadership involvement are emphasized.

Qualifications

• Clear, human communication is essential.
• Self-discipline without a supervisor in the hallway.
• Openness to a proven process for client guidance.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• (Not specified in the posting)

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote position in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will work from home, build meaningful relationships with families, and participate in a proven process designed for consistency and trust. Training and leadership involvement are emphasized.