Remote Client Portfolio Advisor — Flexible, Growth-Oriented

Lever, Inc.; Lehi (UT); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Job summary

Lever, Inc. offers a home-based client role with a flexible schedule and a scoreboard-driven approach. You will run video meetings, nurture warm leads, and build a client book. The company provides process and coaching; you bring the work ethic and dedication.

Promotions come from production, not politics, with calendar control and a web-based presentation flow. This role supports full- or part-time structures and eliminates commuting.

Qualifications

• Clear speech with professional presence required.
• Ability to follow a script and then customize.
• Follow-through the same day, not delaying tasks.
• Motivation to grow income with skill and effort.

Responsibilities

• Hold video meetings with clients.
• Work warm leads to build a client book.
• Apply the supplied process and coaching to close as you work.

Skills

Clear speech and presence

Follow a script and adapt

Prompt follow-through (same day)

Growth mindset and income focus

Job description

Lever, Inc. offers a home-based client role with a flexible schedule and a scoreboard-driven approach. You will run video meetings, nurture warm leads, and build a client book. The company provides process and coaching; you bring the work ethic and dedication.

Promotions come from production, not politics, with calendar control and a web-based presentation flow. This role supports full- or part-time structures and eliminates commuting.