Virtual - Client Portfolio Specialist

Lever, Inc.; Colorado Springs (CO); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Home office setup

Mentorship and training

Flexible schedule

Remote work

Impactful client work

Job summary

Lever, Inc. is seeking a client-facing enrollment specialist for a fully remote role in financial services. You will enroll and support clients who seek guidance, pairing with a growing team and receiving tools and mentorship to help families manage benefits.

The position offers a schedule you can build around real life, remote collaboration, and a portfolio of ongoing client work designed to make a tangible difference for families.

Qualifications

• Communication that is clear and human.
• Self-directed, disciplined work style.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage mentorship.
• Provide guidance in a client-facing, remote financial services environment.

Skills

Clear communication

Self-motivation

Client-focused

Remote-work discipline

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"