Virtual - Client Portfolio Specialist

Lever, Inc.; Saint Paul (MN); Remote; USD 55,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote professional in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

You will enjoy training, leaders who stay engaged, and a schedule you can build around real life while serving families through a scalable process.

Qualifications

• Clear and human communication style.
• Self-motivated with discipline and no direct supervision.
• Willingness to follow a proven process and participate in benefits conversations.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and receive mentorship.
• Provide training and presentations remotely to clients.

Skills

Clear communication

Discipline

Open to process

Relationship building

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"