Virtual - Client Portfolio Specialist

Lever, Inc.; Missoula (MT); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Home office

Web presentations

Work that matters to families

Training and leadership involvement

Flexible schedule

Job summary

Lever, Inc. is seeking a client-facing remote teammate in a growing financial services team. You will enroll and support clients who asked for guidance, with mentorship and tools provided to succeed.

You will join a flexible schedule, work from a home office, and contribute to a portfolio of ongoing client engagements, not one-off calls, with leaders staying involved to support your development. This role emphasizes clear, human communication and a proven process for benefits conversations

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team and benefit from mentorship and provided tools.

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"