Home-Based Benefits Representative

Lever, Inc.

Baton Rouge (LA)

Remote

USD 42,000 - 70,000

Full time

3 days ago
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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. seeks a virtual consultant to assess client needs, teach available options, and maintain ongoing relationships after the first meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided.

The position supports a remote work setup with a company that emphasizes a no cold-calling policy and a clear, process-driven path to advancement. The candidate should be driven, trainable, dependable, comfortable on camera, and ready to

Qualifications

  • Clear communication with clients and team members.
  • Comfortable presenting options on calls/Video meetings.
  • Attention to maintaining CRM data cleanliness.
  • Willingness to be on camera during sessions.

Responsibilities

  • Assess clients' needs and present options.
  • Nurture client relationships after initial meeting.
  • Maintain notes, schedule appointments, and keep CRM up to date.

Skills

Communication
Video conferencing
CRM management
Zoom interviews
CRM hygiene

Tools

CRM software
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.

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