Remote Client Portfolio Advisor

AO Globe Life; Missoula (MT); A distancia; USD 42.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Home office

Web presentations

Work that matters to families

Training and leadership involvement

Flexible schedule

Descripción de la vacante

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

You will join a flexible schedule, work from a home office, and contribute to a portfolio of ongoing client engagements, not one-off calls, with leaders staying involved to support your development. This role emphasizes clear, human communication and a proven process for benefits conversations

Responsabilidades

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship and provided tools.

Descripción del empleo

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.

2. Work that matters to families.

3. Training and leaders who stay involved.

4. A schedule you can build around real life.

5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human

• Discipline without a supervisor in the hallway

• Openness to a proven process

• Interest in benefits conversations, not just “sales energy”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.