Virtual Enrollment Specialist

Lever, Inc.; Bend (OR); Remote; USD 45,000 - 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 offering a remote financial-services role built around warm leads and a structured training system. This position rewards a competitive, coachable candidate with clear growth potential and a long-term trajectory.

Daily work includes speaking with individuals who requested information, mapping their protection needs, guiding enrollment steps, and building a client list. Pre-qualified leads and ongoing mentorship are provided, with remote tools and flexible hours to support success.

Qualifications

• Ability to speak with customers and explain options clearly.
• Comfort with a performance-driven environment and coachable mindset.

Responsibilities

• Speak with people who requested information.
• Map needs to available protection options.
• Run a simple enrollment flow.
• Build and service a client list.

Skills

Communication

Needs assessment

Enrollment flow

Client list management

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.