Virtual Enrollment Specialist

AO Garcia Agency; Brooklyn Park (MN); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing role in financial services that is fully remote. You will join a growing team, receive mentorship, and enroll and support clients who seek guidance.

The position emphasizes meaningful work that matters to families and a schedule you can adapt around real life. The role focuses on benefits conversations rather than pure sales energy, with training and leaders who stay involved to help you succeed.

Qualifications

• Communication that is clear and human.
• Disciplined with minimal supervision.
• Open to a proven process.
• Interest in benefits conversations, not just sales energy.

Skills

Clear communication

Self-discipline

Process orientation

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"