Part-Time Family Benefits Consultant - Remote

Lever, Inc.; Clarksburg (WV); Remote; USD 40,000 - 70,000; 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 and present options, maintaining the relationship after the first meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene, with training and a current tech stack supporting remote work.

Traits like drive, trainability, dependability, and comfort on camera are valued; interviews are conducted on Zoom.

Qualifications

• Assess client needs and present options in a virtual setting.
• Maintain relationships after the first meeting and ensure follow-up.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options virtually.
• Stay in the relationship after the first meeting and manage follow-ups.
• Perform admin tasks including notes, appointment scheduling, and CRM hygiene.

Skills

Communication

Remote work

CRM systems

Tools

CRM software

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.