Remote Client Portfolio Specialist

Lever, Inc.; Fort Wayne (IN); Remote; USD 40,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services, paired with a growing team and mentorship. You will enroll and support clients who asked for guidance, delivering clear guidance and building trust.

This position emphasizes a schedule you can build around real life, with tools and processes to help you succeed and a portfolio of clients to serve.

Qualifications

• Clear, human communication required.
• Able to work independently without ongoing supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling energy.

Responsibilities

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

Skills

Clear communication

Disciplined work style

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services, paired with a growing team and mentorship. You will enroll and support clients who asked for guidance, delivering clear guidance and building trust.

This position emphasizes a schedule you can build around real life, with tools and processes to help you succeed and a portfolio of clients to serve.