Home-Based Family Benefits Specialist

Lever, Inc.; Hilo (HI); Remote; USD 60,000 - 90,000; 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, teach options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene with a focus on a seamless virtual experience.

This position offers training and the comfort of working from home, with a path for advancement based on performance. Interview process conducted via Zoom and no cold calling required.

Qualifications

• Admin duties include taking notes, scheduling, and CRM hygiene.
• Comfortable in virtual environment and on Zoom.

Responsibilities

• Assess client needs and present options to the client.
• Maintain the relationship after the first meeting.
• Handle administrative tasks such as notes, appointments, and CRM hygiene.

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.