Remote Policy & Enrollment Specialist

Lever, Inc.; Deming (NM); Remote; USD 42,000 - 64,000; 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. offers a remote financial-services role built around warm leads and a structured training system. It suits competitive individuals who welcome coaching and see this as a long-term career.

Daily tasks include speaking with people seeking information, mapping needs to available protection options, guiding enrollment flows, and building a client list. A mentored, flexible, and coaching-forward environment is provided.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Anyone who will not take feedback or needs a manager in the room.

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 role built around warm leads and a structured training system. It suits competitive individuals who welcome coaching and see this as a long-term career.

Daily tasks include speaking with people seeking information, mapping needs to available protection options, guiding enrollment flows, and building a client list. A mentored, flexible, and coaching-forward environment is provided.