Work From Home - Part-Time Enrollment Specialist

AO Garcia Agency; Hastings (NE); Remote; USD 42,000 - 64,000; Full time

Job summary

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

The role emphasizes work that matters to families, with training and leadership involvement, and a schedule you can build around real life while maintaining a portfolio of clients rather than a stack of one-off calls.

Qualifications

• Clear and human communication style.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in benefits conversations beyond typical sales energy.

Responsibilities

• Pair with a growing team and receive mentorship.
• Enroll and support clients who asked for guidance.
• Deliver client-facing sessions (remote) and support ongoing engagements.
• Manage a portfolio of clients and provide guidance over time.

Skills

Clear communication

Self-discipline

Follow proven process

Benefits conversations

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"