Benefits Intake Representative - Work From Home

Lever, Inc.; Barre (VT); Remote; USD 45,000 - 75,000; 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. is seeking a virtual consultant to assess client needs, present options, and remain engaged after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

This role emphasizes relationship-building and clear remote communication, with interviews conducted on Zoom. No cold calls and comprehensive training are provided to help you succeed in a fast-moving environment.

Qualifications

• Virtual consultant role requiring client-facing relationship skills.
• Ability to teach options and guide decisions.
• Strong administrative discipline: notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Lead first meeting and maintain the relationship during follow-up.
• Handle admin tasks including notes, scheduling, and CRM hygiene.

Skills

CRM management

Relationship building

Remote communication

Tools

CRM software

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.