Virtual Client Portfolio Advisor

Lever, Inc.; Rochester Hills (MI); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Qualified leads

Performance bonus

Full training

Tech stack

Remote work

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, and comfortable on camera; interviews are conducted on Zoom. A comprehensive training program and a structured pipeline are provided.

Qualifications

• Admin and CRM hygiene.
• Notes, appointments management.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.