At a Glance
- Tasks: Engage with warm leads to discuss financial protection options and help clients enroll.
- Company: Dynamic remote company focused on client success and growth.
- Benefits: Flexible remote work, structured training, and leadership opportunities.
- Other info: Great career advancement potential for high performers.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Competitive spirit, coachable attitude, and comfort with video calls.
The predicted salary is between 63000 - 77000 $ per year.
Looking for motivated people who want a remote career with upside — not another dead-end job.
This seat works warm leads. You talk with people who already requested help on financial-protection options. You are trained, coached, and measured on activity and results.
- The work
- Take requested conversations — no cold lists
- Explain benefit options simply
- Help clients enroll when it is a fit
- Keep a clean follow-up rhythm
- You get
- Remote work
- A written process so you are not inventing the job
- Coaching from people who have done the work
- A path into leadership if you produce
You should apply if you are competitive, coachable, and comfortable on camera.
Skip this if you need constant supervision or hate talking to clients.
Interviews are on Zoom.
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Virtual Client Portfolio Advisor in Burlington employer: AO Garcia Agency
At Lever, Inc., we pride ourselves on being an exceptional employer that values flexibility and personal growth. Our remote Client Solutions Specialist role allows you to create a work schedule that fits your life while making a significant impact on families through our supportive financial services. With a strong emphasis on mentorship, training, and the opportunity to build lasting client relationships, you'll thrive in a collaborative culture that prioritizes your professional development.
