Protection Services Representative - Remote

Lever, Inc.; Springfield (OH); Remote; USD 50,000 - 80,000; 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 remote virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes admin duties like notes, scheduling, and keeping the CRM clean.

Training is provided, with a focus on leveraging a qualified-interest pipeline and current tech stack. Interviews are conducted via Zoom. Enjoy work-from-home flexibility, performance-based advancement, and a supportive onboarding experience as you build trusted advisory

Responsibilities

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

Skills

Virtual consultation

CRM hygiene

Relationship management

Remote work

Administrative support

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.