Remote Client Portfolio Advisor

Lever, Inc.; Columbia (SC); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office stipend

Training and mentorship

Flexible schedule

Portfolio of ongoing client work

Job summary

Lever, Inc. is seeking a client-facing role in the financial services space with a fully remote setup. You will enroll and support clients who request guidance, using a proven process and supporting tools.

You’ll work with a growing team, receiving mentorship and training from leaders who stay involved, while building a flexible schedule that fits real life and ongoing client relationships.

Qualifications

• Clear and human communication required.
• Independent work with minimal supervision.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools.
• Engage in benefits conversations beyond basic sales pitches.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing role in the financial services space with a fully remote setup. You will enroll and support clients who request guidance, using a proven process and supporting tools.

You’ll work with a growing team, receiving mentorship and training from leaders who stay involved, while building a flexible schedule that fits real life and ongoing client relationships.