Virtual - Client Portfolio Specialist

Lever, Inc.; Chesapeake (VA); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office

Fully remote

Mentorship

Job summary

Lever, Inc. is hiring for a fully remote, client-facing role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, tools, and mentorship. The deal includes home office setup, flexible scheduling, and meaningful work that helps families.

You will navigate a proven process, communicate clearly, and engage in benefits conversations, not just sales energy, while delivering value to clients on a remote basis.

Qualifications

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

Responsibilities

• Enroll and support clients seeking guidance.
• Work with mentorship and tools to aid client outcomes.
• Engage with clients remotely on a client-facing basis.

Skills

Clear communication

Self-discipline

Process-oriented

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"