More jobs:
Virtual Client Portfolio Advisor
Job in
Newport, Newport County, Rhode Island, 02840, USA
Listed on 2026-10-09
Listing for:
Lever, Inc.
Full Time
position Listed on 2026-10-09
Job specializations:
-
Sales
Sales Consultant, Inside Sales
Job Description & How to Apply Below
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
What comes with the seat- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
This posting is for the Virtual Client Portfolio Advisor role at Lever, Inc., based in Woonsocket, RI, United States.
The Virtual Client Portfolio Advisor position in the Sales, Consulting field is open for applications.
We have an opening for a Virtual Client Portfolio Advisor in Woonsocket, RI, United States within Sales, Consulting.
This role, Virtual Client Portfolio Advisor at Lever, Inc., could be your next opportunity.
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