Remote Client Portfolio Advisor

Lever, Inc.; Salem (OR); Remote; USD 65,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, working with a growing team and mentors who stay involved.

The role offers a home office setup, web presentations, and a schedule you can build around real life, with a portfolio you keep serving beyond single calls. Expect opportunities to engage with clients on benefits conversations, not just “sales energy,” and to contribute meaningfully to

Qualifications

• Clear and human communication.
• 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.
• Collaborate with mentors and leaders to provide ongoing guidance.
• Manage client relationships from a remote, client-facing capacity.

Skills

Clear communication

Self-discipline

Adaptability

Client-facing experience

Job description

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, working with a growing team and mentors who stay involved.

The role offers a home office setup, web presentations, and a schedule you can build around real life, with a portfolio you keep serving beyond single calls. Expect opportunities to engage with clients on benefits conversations, not just “sales energy,” and to contribute meaningfully to