Virtual - Client Portfolio Specialist

Lever, Inc.; Juneau (AK); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing professional for a fully remote role in financial services. You will enroll and support clients who asked for guidance, pairing with a growing team and having access to tools and mentorship.

The role emphasizes delivering value to families with a schedule you can build around real life and a portfolio you keep serving, not just one-off calls.

Qualifications

• Clear and human communication.
• Self-directed 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.
• Engage with clients in a client-facing financial services context.
• _operate within a structured process and schedule.

Skills

Clear communication

Self-motivation

Process adherence

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"