About this opportunity
Lever, Inc. lists this Virtual - Client Portfolio Specialist opportunity in columbia, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.
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"
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.