Virtual - Client Portfolio Specialist

Lever, Inc.; Raleigh (NC); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing role in the financial services space. You will enroll and support clients who asked for guidance, paired with a growing team, with tools and mentorship, to ensure meaningful interactions.

Expect a schedule you can build around real life, with ongoing opportunities to serve a portfolio of clients and contribute to their financial guidance needs. This role emphasizes clear communication and adherence to a proven process.

Qualifications

• Clear communication with clients is essential.
• Self-motivation with minimal supervision.
• Willingness to follow a proven process.

Responsibilities

• Enroll and support clients who asked for guidance.
• Engage in client-facing activities in a fully remote setup.
• Collaborate with mentors and stay engaged with leaders.

Skills

Clear communication

Self-motivation

Process-oriented

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"