Remote Client Portfolio Growth Advisor

Lever, Inc.; Cedar Rapids (IA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship program

Family-focused benefits

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect a schedule you can build around real life, with training and leaders who stay involved. You’ll deliver web presentations from a home office and help families make informed decisions.

Qualifications

• Clear and human communication required.
• Self-discipline without on-site supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-focused financial services guidance.
• Collaborate with a growing team.
• Deliver web-based presentations from a home office.

Skills

Clear communication

Self-discipline

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, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect a schedule you can build around real life, with training and leaders who stay involved. You’ll deliver web presentations from a home office and help families make informed decisions.