Virtual - Client Portfolio Specialist

Lever, Inc.; Aurora (IL); Remote; USD 60,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role within financial services. You will enroll and support clients who asked for guidance, partnering with a growing team and leveraging provided tools and mentorship. The position emphasizes meaningful work with families and a schedule that adapts to real life.

Join a program where training and leaders stay involved, and where you manage a portfolio of clients you keep serving, not just a stack of one-off calls.

Qualifications

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"