Remote Policyholder Support & Enrollment Specialist

Lever, Inc.; South Jordan (UT); Remote; USD 50,000 - 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. offers a remote financial-services role built around warm leads and a structured training system. If you are coachable, competitive, and eager to help families, this can become a long-term career. A job with no conversations won’t fit this position.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a client list, supported by onboarding and mentorship.

Qualifications

• Self-starters who like helping families and can handle a performance 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. offers a remote financial-services role built around warm leads and a structured training system. If you are coachable, competitive, and eager to help families, this can become a long-term career. A job with no conversations won’t fit this position.

Daily work includes speaking with information-seeking prospects, mapping needs to protection options, running enrollment flows, and building a client list, supported by onboarding and mentorship.