Benefits Concierge - Work From Home

Lever, Inc.; Baton Rouge (LA); Remote; USD 60,000 - 90,000; 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 to assess client needs, present options, and nurture the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene while working from home.

Success comes from being driven, trainable, and dependable, with comfort on camera and a knack for friendly, concise communication. This role is remote and primarily US-based.

Qualifications

• Must be able to assess needs and explain options clearly.
• Proven ability to manage relationships after initial meeting.
• Comfort with virtual collaboration and cameras.

Responsibilities

• Assess client needs and recommend solutions to action.
• Nurture relationships after the first meeting.
• Maintain CRM hygiene and admin tasks.

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.