At-Home Benefits Planning Specialist

Lever, Inc.; Fayetteville (AR); Remote; USD 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. in Fayetteville, AR seeks a virtual consultant who assesses client needs, presents options, and maintains relationships after the first meeting. This remote role emphasizes ongoing engagement and responsiveness to client inquiries.

Daily tasks include admin duties such as notes, appointments, and CRM hygiene, plus utilizing the current tech stack. Training is provided and advancement is based on performance.

Responsibilities

• Assess client needs and tailor options accordingly.
• Maintain client relationships after the first meeting.

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.