Work from home as a Client Enrollment Advisor, using warm-lead conversations and plain-language explanations. Choose full-time or part-time work with web-conference meetings.
This Client Enrollment Advisor position centers on working warm leads with families. You will learn a system, build a book, and conduct meetings from home. Daily activities include explanations, follow-up, notes, and scheduling, with written training and live coaching included.
Key Responsibilities:
- Work warm leads with families
- Conduct web-conference meetings from home
- Explain information in plain language
- Complete follow-up with prospective clients
- Manage notes and scheduling
Requirements:
- Availability for full-time or part-time work
- Willingness to learn a system
- Interest in building a book
- Ability to participate in Zoom interviews
- Readiness for written training and live coaching
Apply your communication, follow-up, and scheduling strengths while working warm leads remotely with families.
Remote Client Enrollment Advisor in Québec employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
