Remote Client Portfolio Advisor

Lever, Inc.; Lincoln (NE); Remote; USD 40,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, joining a growing team with mentorship and tools to succeed.

This opportunity offers the chance to work from a home office with web presentations, and to contribute meaningfully to families by guiding them through benefits conversations and related processes. Leaders stay involved to support your growth.

Qualifications

• Clear, human communication skills.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-facing remote support in a financial services context.

Skills

Clear communication

Self-discipline

Process openness

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, joining a growing team with mentorship and tools to succeed.

This opportunity offers the chance to work from a home office with web presentations, and to contribute meaningfully to families by guiding them through benefits conversations and related processes. Leaders stay involved to support your growth.