Virtual - Client Portfolio Specialist

Lever, Inc.; Madison (WI); Remote; USD 55,000 - 85,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role in financial services. You will be paired with a growing team, equipped with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The position offers a schedule you can build around real life, and opportunities to work on a portfolio you continue serving rather than a stack of one-off calls.

Qualifications

• Clear and human communication is essential.
• Self-discipline with minimal supervision is required.
• Openness to a proven process is expected.
• Interest in benefits conversations beyond sales energy is needed.

Responsibilities

• You will be paired with a growing team and work with them remotely.
• Support and enroll clients who request guidance.
• Deliver client-facing financial services with mentorship and structure.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations interest

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"