Virtual - Client Portfolio Specialist

Lever, Inc.; Dover (DE); Remote; USD 52,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote specialist in financial services. You will enroll and support clients who asked for guidance, working with a growing team, tools and mentorship to deliver meaningful outcomes.

This role emphasizes building trust with families, presenting at home offices via web presentations, and offering a process-driven approach to benefits discussions. You’ll enjoy a flexible schedule that adapts to real life while making a real impact.

Qualifications

• 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".

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team, using provided tools and mentorship.
• Deliver web presentations from a home office.
• Focus on financial services for families.

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"