Virtual - Client Portfolio Specialist

Lever, Inc.; Jersey City (NJ); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will be paired with a growing team, receiving tools and mentorship to enroll and support clients who seek guidance. The deal includes home office setup, web presentations, and a schedule that fits real-life needs.

Responsibilities focus on helping families via a proven process, with emphasis on clear, human communication and benefits conversations rather than pure sales energy.

Qualifications

• Clear and human communication is required.
• Ability to work without direct supervision.
• Willingness to follow 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, with tools and mentorship provided.
• Deliver value through client-facing financial services interactions.

Skills

Clear communication with clients

Self-management

Disciplined autonomy

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"