Protection Services Representative - Remote

Lever, Inc.; Kitchener; Remote; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Current tech stack

Work from home

Full training

Job summary

Lever, Inc. is seeking a Virtual Consultant to assess client needs, explain options, and nurture relationships after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and maintaining CRM hygiene, with full training provided.

The position supports work-from-home arrangements and uses the current tech stack to stay connected with clients. Ideal candidates are driven, trainable, dependable, and comfortable being on camera, with interviews conducted via

Qualifications

• Ability to conduct virtual consultations via Zoom.
• Comfortable managing client relationships and follow-up.

Responsibilities

• Assess client needs in a virtual setting.
• Teach options and present solutions.
• Maintain relationship after first meeting; admin tasks like notes, appointments, and CRM hygiene.

Skills

CRM management

Virtual consultations

Tools

CRM software

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.