Remote Appointment Setter

Lever, Inc.; Aurora (IL); Remote; USD 45,000 - 75,000; 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. seeks a virtual consultant to assess client needs, teach options, and nurture relationships after the initial meeting. Daily tasks include admin work such as notes, appointments, and CRM hygiene, with no cold calling required.

The role offers full training, access to current tech stack, and remote work from home, with interviews conducted on Zoom.

Qualifications

• Experience with CRM and administrative tasks.
• Comfortable on Zoom and handling virtual interactions.
• Self-motivated with strong organizational skills.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain notes, schedule meetings, and keep CRM up to date.

Skills

CRM hygiene

Administrative skills

Virtual communication

Tools

CRM software

Video conferencing (Zoom)

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.