Remote Client Portfolio Strategist

AO Globe Life; Raleigh (NC); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in the financial services space. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, to ensure meaningful interactions.

Expect a schedule you can build around real life, with ongoing opportunities to serve a portfolio of clients and contribute to their financial guidance needs. This role emphasizes clear communication and adherence to a proven process.

Qualifications

• Clear communication with clients is essential.
• Self-motivation with minimal supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in client-facing activities in a fully remote setup.
• Collaborate with mentors and stay engaged with leaders.

Skills

Clear communication

Self-motivation

Process-oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.

2. Work that matters to families.

3. Training and leaders who stay involved.

4. A schedule you can build around real life.

5. A portfolio you keep serving — not a stack of one-off calls.

Requirements

• Communication that is clear and human

• Discipline without a supervisor in the hallway

• Openness to a proven process

• Interest in benefits conversations, not just “sales energy”

Apply today. We outline the role on Zoom so you can decide if it is actually a fit.