Remote Client Portfolio Strategist

Lever, Inc.; Miami (FL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Web presentations

Job summary

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

This position emphasizes a flexible schedule and meaningful work that benefits families. Training and leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls.

Qualifications

• Clear, human communication style.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not only sales.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

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

This position emphasizes a flexible schedule and meaningful work that benefits families. Training and leaders who stay involved will help you succeed as you serve a portfolio of clients rather than one-off calls.