Household Benefits Specialist - Work From Home

Lever, Inc.; Clovis (NM); Remote; USD 52,000 - 78,000; 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 such as notes, appointments, and CRM hygiene.

The position offers work-from-home flexibility and training to get up to speed, with Zoom interviews as part of the process. Candidates should be driven, trainable, dependable, and comfortable on camera, ready to engage in a qualified-interest pipeline and contribute to

Qualifications

• Driven, trainable, dependable, and competitive traits.
• Comfortable on camera and able to present options to clients.
• CRM hygiene and note-taking are essential responsibilities.

Responsibilities

• Assess client needs and teach options.
• Maintain relationship after the first meeting.
• Handle administrative tasks: notes and appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Comfortable on camera

CRM experience

Tools

CRM

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.