Virtual - Client Portfolio Specialist

Lever, Inc.; Salem (OR); Remote; USD 65,000 - 100,000; Full time

Job summary

Lever, Inc. is seeking a remote, client-facing professional in the financial services space. You will enroll and support clients who asked for guidance, working with a growing team and mentors who stay involved.

The role offers a home office setup, web presentations, and a schedule you can build around real life, with a portfolio you keep serving beyond single calls. Expect opportunities to engage with clients on benefits conversations, not just “sales energy,” and to contribute meaningfully to

Qualifications

• Clear and human communication.
• Ability to work without direct supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with mentors and leaders to provide ongoing guidance.
• Manage client relationships from a remote, client-facing capacity.

Skills

Clear communication

Self-discipline

Adaptability

Client-facing experience

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"