Family Services Advisor - Remote

Lever, Inc.; Cedar Falls (IA); Remote; USD 55,000 - 75,000; 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 to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with the support of current tech stack.

This position offers work-from-home flexibility, Zoom interviews, and a path for performance-based advancement following full training, tailored to a remotely operating team.

Qualifications

• Soft skills matched to remote client interaction and relationship building.
• Ability to work independently with CRM hygiene and admin tasks.

Responsibilities

• Assess client needs and present options.
• Stay in relationship with client after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive mindset

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.