Household Benefits Consultant - Remote

Lever, Inc.; Rockville (MD); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who helps clients assess needs, presents options, and maintains the relationship after the first meeting.

The role covers admin tasks such as notes, appointments, and CRM hygiene, and interviews are conducted on Zoom.

This position offers remote work from home with training and access to the current tech stack. Teams collaborate across time zones with performance-based advancement as part of the career path.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Interviews conducted on 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.