Part-Time Financial Protection Representative - Remote

Lever, Inc.

Edmonton

Remote

CAD 50,000 - 80,000

Full time

6 days ago
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Benefits offered by this job

Work from home

Job summary

Lever, Inc. seeks a flexible virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This remote advisory role emphasizes collaboration and consultative client care.

Admin duties include notes, CRM hygiene, and calendar management. You will interview on Zoom, receive full training, and benefit from a qualified-interest pipeline and opportunities for advancement based on performance.

Job description

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
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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