Virtual - Client Portfolio Specialist

Lever, Inc.; Casper (WY); Remote; USD 52,000 - 76,000; Full time

Job summary

Lever, Inc. is a fully remote client-facing role in financial services. You will enroll and support clients who seek guidance from home, using provided tools and mentorship to ensure success.

Join a growing team that stays involved with training, while you build a schedule that fits real life and maintain a portfolio of ongoing clients you serve.

Qualifications

• Clear, human communication across channels.
• Self-discipline without constant supervision.
• Openness to following a proven onboarding process.
• Interest in discussing benefits, not only sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Deliver client interactions from a home office with professionalism.
• Work with a growing team and receive mentorship and tools.
• Build a schedule that fits real life and work-life balance.

Skills

Clear communication

Self-discipline

Open to proven process

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"