Remote Client Enrollment Specialist Financial Services

Lever, Inc. seeks a remote client-facing role in financial services. You will be paired with a growing team, receive tools and mentorship, and support clients who requested guidance. The position emphasizes delivering clear, human communication and value through benefits conversations within a proven process.

Ideal candidates demonstrate self-discipline, openness to structured methods, and the ability to work without a supervisor, while building trust with families through meaningful guidance.