Virtual - Client Portfolio Specialist

Lever, Inc.; Nashua (NH); Remote; USD 60,000 - 80,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, remote role in the financial services space. You will enroll and support clients who request guidance, paired with a growing team and mentors, and you will use tools to deliver guidance and presentations from a home office.

You will join a team that values a schedule that fits real life and offers ongoing training as part of your role.

Qualifications

• Client-facing role requiring clear, human communication.
• Independent work with discipline and no constant supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who seek guidance.
• Work with a growing team and leverage mentorship and tools.
• Present information via web presentations from a home office.

Skills

Client-facing

Communication

Self-motivation

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"