Virtual - Client Portfolio Specialist

Lever, Inc.; Cedar Rapids (IA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Home office

Flexible schedule

Mentorship program

Family-focused benefits

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect a schedule you can build around real life, with training and leaders who stay involved. You’ll deliver web presentations from a home office and help families make informed decisions.

Qualifications

• Clear and human communication required.
• Self-discipline without on-site supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Provide client-focused financial services guidance.
• Collaborate with a growing team.
• Deliver web-based presentations from a home office.

Skills

Clear communication

Self-discipline

Process orientation

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"