Family Coverage Advisor - Remote

Lever, Inc.; Fort Worth (TX); Remote; USD 52,000 - 72,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. offers a virtual consultant role where you assess client needs, teach options, and stay engaged with the relationship after the first meeting.

Admin tasks such as notes, appointments, and CRM hygiene are part of the job. This position includes Zoom interviews and a work-from-home setup.

Qualifications

• Experience in a virtual consultant or client-facing role is preferred.
• Ability to assess client needs and explain options clearly.
• Administrative tasks including notes, scheduling, and CRM hygiene are part of the role.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin duties: notes, appointments, CRM hygiene, and data entry.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

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.