Virtual - Client Portfolio Specialist

Lever, Inc.; Spokane (WA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Home office

Mentorship

Flexible schedule

Remote teamwork

Job summary

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

This role emphasizes thoughtful benefits conversations over sales, with a flexible schedule and opportunities to work from home. You’ll contribute to families by presenting clear, human guidance and maintaining a portfolio of ongoing client relationships.

Qualifications

• Clear, human communication with clients.
• Ability to work independently with discipline.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients seeking guidance.
• Partner with a growing team with access to tools and mentorship.
• Focus on benefits conversations and client outcomes.
• Provide clear, human communication in all client interactions.

Skills

Clear communication

Self-motivation

Empathy

Tools

CRM software

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"