Virtual - Client Portfolio Specialist

Lever, Inc.; Huntington (WV); Remote; USD 55,000 - 95,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role within 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 position emphasizes a schedule you can build around real life, with a portfolio of clients served and a focus on meaningful outcomes for families.

Qualifications

• Clear and human communication with clients.
• Ability to work without direct supervision.
• Willingness to follow a proven onboarding process.
• Interest in discussing benefits, not just sales talk.

Responsibilities

• Enroll and support clients who request guidance.
• Engage clients in a client-facing role within financial services.
• Participate in web presentations and remote interactions.

Skills

Clear communication

Self-discipline

Process openness

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"