Remote Client Portfolio Advisor - Impactful Guidance

Lever, Inc.; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

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

The deal includes a home office with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio you keep serving, not a stack of one-off calls.

Qualifications

• Clear, human communication is essential.
• Self-motivation and discipline with minimal supervision.
• Willingness to follow a proven sales/engagement process.
• Interest in discussing benefits, not just energy to sell.

Responsibilities

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

Skills

Clear communication

Self-motivation

Process orientation

Benefits conversations

Job description

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

The deal includes a home office with web presentations, work that matters to families, training and leaders who stay involved, and a schedule you can build around real life. You will manage a portfolio you keep serving, not a stack of one-off calls.