Virtual Client Portfolio Advisor

Lever, Inc.; East Orange (NJ); On-site; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking motivated, remote-friendly teammates to handle inbound conversations from clients who have requested financial-protection options. You will be coached, measured on activity and results, and guided by a written process so you are not inventing the job.

The role emphasizes thorough follow-up and communication with potential clients via video and phone interactions. Ideal candidates are competitive, coachable, and comfortable on camera, with interviews conducted on Zoom.

Qualifications

• Competitive and coachable.
• Comfortable on camera.
• Willing to work remotely.

Responsibilities

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

Skills

Communication skills

Coachable

Comfortable on camera

Tools

Zoom

Job description

Looking for motivated people who want a remote career with upside — not another dead-end job.

This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The work

• Take requested conversations — no cold lists
• Explain benefit options simply
• Help clients enroll when it is a fit
• Keep a clean follow-up rhythm

You get

• Remote work
• A written process so you are not inventing the job
• Coaching from people who have done the work
• A path into leadership if you produce

You should apply if you are competitive, coachable, and comfortable on camera.

Skip this if you need constant supervision or hate talking to clients.

Interviews are on Zoom.