Part-Time Family Services Advisor - Work From Home

Lever, Inc.; St. Albans (VT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a Virtual consultant who can assess client needs, present options, and maintain the relationship after the initial meeting. You will conduct interviews on Zoom and translate conversations into actionable next steps.

The role includes admin tasks such as notes, appointments, and CRM hygiene, with exposure to the current tech stack and a path for performance-based advancement. This seat offers work from home and thorough training.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

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.