Household Benefits Specialist - Work From Home

Lever, Inc.; Cedar Rapids (IA); Remote; USD 55,000 - 85,000; 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 nurture the relationship after the first meeting. The role emphasizes relationship-building and working remotely.

Admin duties include notes, scheduling, and maintaining CRM hygiene. The position offers full training, a modern tech stack, and opportunities for advancement based on performance.

Qualifications

• Ability to conduct virtual meetings and manage client relationships after the first meeting.
• CRM hygiene and appointment scheduling experience is helpful.
• Comfortable on camera and presenting options to clients.

Responsibilities

• Assess client needs and present options during virtual meetings.
• Stay engaged with clients to nurture relationships after the initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

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.