Benefits Education Representative - Remote

Lever, Inc.; West Chester (Chester County); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. You will manage notes, appointments, and CRM hygiene as a core part of the role.

This position offers work from home, full training, and a no cold-calling environment with a qualified-interest pipeline and performance-based advancement. Interviews on Zoom.

Qualifications

• Assess client needs and tailor options.
• Maintain notes, schedule appointments, and keep CRM hygiene.
• Succeed in a remote work environment with training and support.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

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.