Virtual Client Portfolio Advisor

Lever, Inc.; Woonsocket (RI); Remote; USD 40,000 - 65,000; 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 client needs, teaches options, and maintains the relationship after the first meeting. This role focuses on understanding problems and guiding decisions without cold calling.

Administrative tasks are part of the job: taking notes, scheduling, and maintaining CRM hygiene. The seat includes full training, a current tech stack, and a pipeline with qualified-interest leads. Interviews on Zoom; work from home.

Qualifications

• Virtual consultant experience or aptitude preferred.
• Strong communication and listening skills.
• Comfortable working in a remote setup.

Responsibilities

• Assess client needs and teach options to address them.
• Stay in the relationship after the first meeting to foster trust.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Zoom interviews

Relationship management

Tools

CRM system

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.