Coverage Education Specialist - Remote

Lever, Inc.; Gulfport (MS); Remote; USD 35,000 - 60,000; 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 in the United States to assess client needs, present options, and nurture the relationship after the first meeting. The role includes administrative duties like taking notes, keeping appointments, and CRM hygiene.

This position features no cold calling, a qualified-interest pipeline, and full training. It offers a remote work setup with ongoing training and access to our current tech stack; interviews are conducted on Zoom.

Qualifications

• Experience guiding customers through options and next steps.
• Skilled at documenting conversations and follow-ups.

Responsibilities

• Assess client needs and present suitable options.
• Maintain client relationship after initial meeting; send follow-ups.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Virtual consultation

CRM hygiene

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.