Remote Financial Services Growth Specialist

Lever, Inc.; Plainfield (NJ); Remote; USD 36,000 - 70,000; 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 seeking a remote enrollment specialist to work with warm leads in a financial-services context. You will be coached to improve performance and build lasting client relationships.

Daily tasks include speaking with information-seeking individuals, mapping needs, running enrollment flows, and building a serviced client list. The role emphasizes mentorship, flexible hours, and remote tools.

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. is seeking a remote enrollment specialist to work with warm leads in a financial-services context. You will be coached to improve performance and build lasting client relationships.

Daily tasks include speaking with information-seeking individuals, mapping needs, running enrollment flows, and building a serviced client list. The role emphasizes mentorship, flexible hours, and remote tools.