At-Home Family Services Representative

Lever, Inc.

Myrtle Beach (SC)

Remote

USD 55,000 - 85,000

Full time

3 days ago
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Benefits offered by this job

Full training
Remote work

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, educate on options, and sustain the relationship after the initial meeting. The role includes essential admin tasks like notes, appointments, and CRM hygiene, with a focus on delivering value remotely.

Successful candidates are driven, trainable, dependable, and comfortable on camera, with the ability to compete in a fast-paced environment. Comprehensive training and a remote work setup are provided.

Qualifications

  • Must manage notes, appointments, and CRM hygiene.

Responsibilities

  • Assess client needs and educate on options.
  • Maintain the client relationship after the first meeting.
  • Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven
Trainable
Dependable
Camera-friendly
Competitive

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.

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