Virtual - Client Portfolio Specialist

Lever, Inc.; Baton Rouge (LA); Remote; USD 50,000 - 70,000; Full time

Job summary

Lever, Inc. is seeking a client-facing support professional for a fully remote role in financial services. You will enroll and guide clients, paired with a growing team, with tools and mentorship to succeed.

You will handle training and ongoing client engagement, building relationships while delivering value through a proven process. The role emphasizes clear communication, self-motivation, and the ability to work independently from home.

Qualifications

• Clear and human communication
• Self-motivation with minimal supervision
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide onboarding and ongoing client assistance in a remote setup.

Skills

Clear communication

Self-motivation

Process discipline

Benefits conversations

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"