Remote Appointment Consultant | Virtual, Trainable & Driven

Lever, Inc.; Chesapeake (VA); Remote; USD 52,000 - 78,000; 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 hiring a virtual consultant to assess client needs, present options, and nurture ongoing relationships after initial meetings. You will perform admin tasks like notes, scheduling, and CRM hygiene, all from a remote setting.

Ideal candidates adapt quickly, stay organized, and communicate clearly on camera. Training is provided, with a focus on building a qualified-interest pipeline and participating in a Zoom interview process.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Virtual consultation abilities are a plus for effective remote engagements.
• Interviews are conducted on Zoom.

Responsibilities

• Assess client needs, teach options, and maintain the relationship after the first meeting.
• Handle basic admin duties and CRM hygiene to support ongoing engagements.

Skills

CRM hygiene

Admin skills

Tech stack familiarity

Remote work discipline

Tools

CRM software

Job description

Lever, Inc. is hiring a virtual consultant to assess client needs, present options, and nurture ongoing relationships after initial meetings. You will perform admin tasks like notes, scheduling, and CRM hygiene, all from a remote setting.

Ideal candidates adapt quickly, stay organized, and communicate clearly on camera. Training is provided, with a focus on building a qualified-interest pipeline and participating in a Zoom interview process.