Virtual - Client Portfolio Specialist

Lever, Inc.; Meridian (ID); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You will enroll and support clients who asked for guidance, paired with a growing team that provides tools and mentorship to help families make informed financial decisions.

This position emphasizes a schedule you can build around real life, with leaders who stay involved and a portfolio of clients to serve rather than one-off calls.

Qualifications

• Clear and human communication is required.
• Self-discipline without direct supervision.
• Openness to 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 and receive mentorship.
• Deliver client-centered guidance via remote tools and presentations.

Skills

Clear communication

Self-discipline

Openness to process

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"