Part-Time Protection Planning Advisor - Work From Home

Lever, Inc.; Deming (NM); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role emphasizes remote work, ongoing engagement, and comprehensive admin duties such as notes, scheduling, and CRM hygiene.

The position includes full training and a path for progression based on performance, with no cold calling required. Zoom interviews are used to connect with candidates, and training covers the current tech stack and workflow.

Responsibilities

• Assess needs and present options to clients, guiding decisions after the first meeting.
• Maintain client relationships and follow up after meetings to ensure ongoing engagement.

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.