Remote Policy Enrollment Specialist — Warm Leads & Growth

Lever, Inc.; Lakeville (MN); Remote; USD 55,000 - 75,000; 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 financial-services specialist who thrives in a coaching-driven environment. The role centers on engaging with clients who have expressed interest and guiding them through enrollment flows.

You will operate in a performance-focused setting, leveraging pre-qualified leads, onboarding support, and flexible hours to build a lasting client list while receiving ongoing mentorship.

Qualifications

• Strong communication with prospective clients.
• Ability to listen to customer needs and respond effectively.
• Comfort with 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.

Skills

Communication

Active listening

Sales mindset

Job description

Lever, Inc. is seeking a remote financial-services specialist who thrives in a coaching-driven environment. The role centers on engaging with clients who have expressed interest and guiding them through enrollment flows.

You will operate in a performance-focused setting, leveraging pre-qualified leads, onboarding support, and flexible hours to build a lasting client list while receiving ongoing mentorship.