Virtual - Client Portfolio Specialist

Lever, Inc.; San Diego (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office

Mentorship program

Flexible schedule

Portfolio client support

Job summary

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

This role emphasizes clear communication, disciplined autonomy, and a proven process. You will participate in web presentations, manage a portfolio of clients, and build a flexible schedule that fits real life while delivering value.

Qualifications

• 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"

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team, leveraging tools and mentorship to deliver guidance to clients.

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"