100% Remote Family Protection Advisor

Lever, Inc.; Johnston (RI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes admin duties like notes, scheduling, and CRM hygiene, with training provided. No cold calling is required, and a modern tech stack supports remote work from home.

You will operate within a qualified-interest pipeline and have opportunities for performance-based advancement as you grow with the team.

Qualifications

• Assess client needs and present options in virtual meetings.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options in virtual meetings.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Ensure CRM data hygiene and accurate records.

Skills

CRM management

Relationship building

Virtual meeting facilitation

Admin tasks

Tools

Zoom

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.