Virtual Client Portfolio Advisor

Lever, Inc.; Thornton (CO); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains relationships after the first meeting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene while working remotely. This fully remote role provides comprehensive training and a path for advancement based on performance.

Interviews will be conducted on Zoom, and the role emphasizes reliability, coachability, and clear, confident virtual communication.

Responsibilities

• Assess needs, teach options, and stay in relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.