Virtual - Client Portfolio Specialist

Lever, Inc.; Tulsa (OK); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Home office setup

Web presentations

Flexible schedule

Impactful work for families

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will enroll and support clients who seek guidance, paired with a growing team, tools, and leaders who stay involved. This position emphasizes a schedule you can build around real life and meaningful work for families.

You will work remotely with a focus on delivering value and maintaining clear, human communication while following a proven process and participating in benefits conversations.

Qualifications

• Clear and human communication.
• Self-discipline with minimal supervision.
• Openness to a proven process.
• Interest in benefits conversations, not just "sales energy".

Responsibilities

• Enroll and support clients who asked for guidance.
• Join a growing team with mentorship and resources.
• Deliver value through remote client engagement.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversation interest

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"