Virtual - Client Portfolio Specialist

Lever, Inc.; Fort Wayne (IN); Remote; USD 40,000 - 64,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services, paired with a growing team and mentorship. You will enroll and support clients who asked for guidance, delivering clear guidance and building trust.

This position emphasizes a schedule you can build around real life, with tools and processes to help you succeed and a portfolio of clients to serve.

Qualifications

• Clear, human communication required.
• Able to work independently without ongoing supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits, not just selling energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and utilize provided tools and mentorship.

Skills

Clear communication

Disciplined work style

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"