Family Needs Assessment Advisor - Remote

Lever, Inc.; Stillwater (OK); Remote; USD 36,000 - 60,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs and guide options while maintaining ongoing relationships after the first meeting. You will also perform admin tasks, notes, and CRM hygiene to keep systems polished.

The role supports work from home with full training, a qualified-interest pipeline, and Zoom-based interviews for hiring.

Qualifications

• Driven, trainable and dependable with strong communication.
• Comfortable on camera and able to manage client relationships.
• Willingness to handle admin tasks and CRM hygiene.

Responsibilities

• Assess client needs and teach options during virtual consultations.
• Maintain relationships after the first meeting to nurture potential outcomes.
• Handle administrative duties: notes, appointments, and CRM hygiene.

Skills

CRM management

Relationship building

Virtual consulting

Zoom 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.