At-Home Benefits Planning Specialist

Lever, Inc.; Bixby (OK); Remote; USD 42,000 - 68,000; 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. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the first meeting. The role emphasizes building trust, guiding decisions, and closing next steps.

You will handle admin tasks like notes, appointments, and keeping CRM hygiene, with training provided and no cold calling. Zoom interviews are common, and you can work from home with a current tech stack.

Qualifications

• Virtual consultant role requiring remote work.
• No cold calling is required.
• CRM hygiene and admin tasks in scope.
• Interviews via Zoom.

Responsibilities

• Assess client needs and teach options.
• Maintain the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship skills

Remote collaboration

Zoom readiness

Tools

CRM software

Video conferencing

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.