Remote Client Portfolio Strategist

Lever, Inc.; Burlington (VT); On-site; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services who enrolls and supports clients seeking guidance. You’ll be paired with a growing team, provided with tools and mentorship to help you succeed.

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

Qualifications

• Clear, human communication.
• Ability to work without direct supervision.
• Openness to follow an established process.
• Interest in discussing benefits, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Collaborate with a growing team and leverage provided tools and mentorship.
• Maintain and grow a portfolio of clients served, not just one-off calls.

Skills

Clear communication

Independent work

Process orientation

Benefits conversations

Job description

Lever, Inc. is seeking a client-facing, fully remote professional in financial services who enrolls and supports clients seeking guidance. You’ll be paired with a growing team, provided with tools and mentorship to help you succeed.

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