Virtual - Client Portfolio Specialist
Remote / Online - Candidates ideally in
Helena, Lewis and Clark County, Montana, 59601, USA
Listed on 2026-09-29
Helena, Lewis and Clark County, Montana, 59601, USA
Listing for:
Lever, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-09-29
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
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.
- 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"
This Full Time role is for the Virtual
- Client Portfolio Specialist role at Lever, Inc.
For the Virtual
- Client Portfolio Specialist position at Lever, Inc., we are reviewing applications now.
Step into the Virtual
- Client Portfolio Specialist role at Lever, Inc. in Missoula, MT, United States and grow with us.
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