Virtual - Client Portfolio Specialist

Lever, Inc.; Lewiston (ME); Remote; USD 45,000 - 65,000; 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 seek guidance, paired with a growing team and mentorship. The position emphasizes real-world impact and relationship-building across a portfolio of clients.

You will enjoy a schedule you can build around real life, plus training and leaders who stay involved to help you succeed. This role focuses on meaningful client outcomes and ongoing service.

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.
• Partner with a growing team and leverage mentorship and tools.
• Provide training and support to clients as needed.
• Manage a portfolio of clients with ongoing relationships.

Skills

Clear communication

Self-discipline

Process adaptability

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"