Part-Time Benefits Navigator - Work From Home

Lever, Inc.; Appleton (WI); Remote; USD 50,000 - 70,000; 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 assesses client needs, explains options, and remains engaged after the first meeting. This remote role focuses on building trusted relationships with prospects and clients from a home office. Admin duties such as notes, scheduling, and maintaining CRM hygiene are part of the job. Training is provided, along with a qualified-interest pipeline and performance-based advancement to grow with the company.

Qualifications

• Notes, appointments, CRM hygiene.
• Admin tasks included as part of the role.

Responsibilities

• Conduct virtual consultations, assess needs, teach options, and stay in the relationship after the first meeting.

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.