Virtual Client Portfolio Advisor

Lever, Inc.; Lehi (UT); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Remote work

Job summary

Lever, Inc. offers a home-based client role with a flexible schedule and a scoreboard-driven approach. You will run video meetings, nurture warm leads, and build a client book. The company provides process and coaching; you bring the work ethic and dedication.

Promotions come from production, not politics, with calendar control and a web-based presentation flow. This role supports full- or part-time structures and eliminates commuting.

Qualifications

• Clear speech with professional presence required.
• Ability to follow a script and then customize.
• Follow-through the same day, not delaying tasks.
• Motivation to grow income with skill and effort.

Responsibilities

• Hold video meetings with clients.
• Work warm leads to build a client book.
• Apply the supplied process and coaching to close as you work.

Skills

Clear speech and presence

Follow a script and adapt

Prompt follow-through (same day)

Growth mindset and income focus

Job description

Home-based client role for people who want a flexible schedule and a scoreboard.

You will run video meetings, work warm leads, and build a book. We supply the process and the coaching. You supply the work ethic.

Why people stay

1. Control of the calendar. Full-time or part-time structure.
2. No commute. Presentations are web-based.
3. No cold calling. Conversations start with interest.
4. Promotion from production, not politics.

Must-haves

• Clear speech and professional presence
• Ability to follow a script and then make it your own
• Follow-through the same day, not “I will get to it”
• Hunger to grow income with skill, not luck