Remote Policy Enrollment Specialist — Mentorship

Lever, Inc.; Boulder (CO); Remote; USD 42,000 - 65,000; 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 in financial services to engage with warm leads and guide families through protection options. You will run a simple enrollment flow and build a client list.

We offer pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. A competitive, coachable mindset is essential for success in a performance-driven environment.

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 in financial services to engage with warm leads and guide families through protection options. You will run a simple enrollment flow and build a client list.

We offer pre-qualified leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. A competitive, coachable mindset is essential for success in a performance-driven environment.