Family Services Advisor - Remote

Lever, Inc.; Bridgeport (WV); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. Admin duties like notes, appointments, and CRM hygiene are part of the role, with no cold calling.

Interviews are conducted on Zoom. The seat includes full training, a qualified-interest pipeline, and work-from-home flexibility, using our current tech stack. This fast-paced environment rewards driven, trainable, and dependable teammates who communicate clearly

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.