Remote Family Care Benefits Representative

Lever, Inc.; Richmond; Remote; CAD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin duties such as note-taking, scheduling, and CRM hygiene, with interviews conducted over Zoom.

The position offers training and a path for advancement. Applicants should be comfortable on camera, driven, trainable, and dependable, with a background in client-facing roles.

Responsibilities

• Assess client needs and tailor options during virtual consults.
• Maintain client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

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.