Virtual - Client Portfolio Specialist

Lever, Inc.; Columbia (SC); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Home office stipend

Training and mentorship

Flexible schedule

Portfolio of ongoing client work

Job summary

Lever, Inc. is seeking a client-facing role in the financial services space with a fully remote setup. You will enroll and support clients who request guidance, using a proven process and supporting tools.

You’ll work with a growing team, receiving mentorship and training from leaders who stay involved, while building a flexible schedule that fits real life and ongoing client relationships.

Qualifications

• Clear and human communication required.
• Independent work with minimal supervision.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and leverage provided tools.
• Engage in benefits conversations beyond basic sales pitches.

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"