Benefits Intake Representative - Work From Home

Lever, Inc.; Ely (NV); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with full training provided. This position offers work from home, access to the current tech stack, and a path for performance-based advancement. Interviews are conducted on Zoom, and no cold calling is required.

Qualifications

• Assess client needs and determine best-fit options.
• Build and maintain client relationships after initial meeting.
• Maintain CRM hygiene, notes, and appointment scheduling.

Responsibilities

• Assess client needs and present options during virtual consultations.
• Nurture relationships after the first meeting to drive engagement.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

Teaching options

Relationship management

CRM hygiene

Remote work

Tools

CRM software

Video conferencing (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.