Virtual - Client Portfolio Specialist

Lever, Inc.; Overland Park (KS); Remote; USD 50,000 - 90,000; Full time

Job summary

Lever, Inc. is looking for a client-facing professional for a fully remote role in financial services. You will enroll and support clients seeking guidance, with web presentations from a home office.

You will join a growing team with mentorship, ongoing training, and leaders who stay involved, while you build a schedule that fits real life and deliver meaningful help to families.

Qualifications

• Clear, human, easy-to-understand communication is required.
• Ability to work autonomously without a supervisor nearby.
• Willingness to work with a proven process and guidelines.
• Interest in discussing benefits, not just sales energy.

Skills

Clear communication

Client-facing

Discipline

Process-oriented

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"