Virtual - Client Portfolio Specialist

Lever, Inc.; Cranston (RI); Remote; USD 52,000 - 78,000; Full time

Job summary

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

You will work on meaningful tasks, with training and leaders who stay involved, and a schedule you can build around real life, while maintaining a portfolio you keep serving.

Qualifications

• Clear, human communication with clients.
• Ability to work independently without direct supervision.
• Willingness to follow a proven enrollment process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance and help.
• Maintain professional client relationships in a fully remote setting.

Skills

Clear communication

Self-motivation

Process orientation

Client-facing

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"