Remote Client Portfolio Advisor

Lever, Inc.; Colorado Springs (CO); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office setup

Mentorship and training

Flexible schedule

Remote work

Impactful client work

Job summary

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship to help families manage benefits.

The position offers a schedule you can build around real life, remote collaboration, and a portfolio of ongoing client work designed to make a tangible difference for families.

Qualifications

• Communication that is clear and human.
• Self-directed, disciplined work style.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Provide guidance in a client-facing, remote financial services environment.

Skills

Clear communication

Self-motivation

Client-focused

Remote-work discipline

Job description

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship to help families manage benefits.

The position offers a schedule you can build around real life, remote collaboration, and a portfolio of ongoing client work designed to make a tangible difference for families.