Benefits Education Representative - Remote

Lever, Inc.; Riverside (CA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with training provided and no cold calling involved.

The position emphasizes being driven, trainable, dependable, and comfortable on camera. Interviews are conducted via Zoom and the work-from-home setup is supported.

Qualifications

• Ability to conduct virtual consultations
• Strong CRM hygiene and administrative skills
• Comfortable working from home and using video calls

Responsibilities

• Assess needs and present options to clients
• Maintain relationship after first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

CRM software

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.