Remote Benefits Account Representative

Lever, Inc.; Provo (UT); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the first meeting.

You will communicate clearly, document insights, and guide clients through initial choices from a remote setting. This role includes administrative duties such as notes, calendar management, and CRM hygiene, with training on the current tech stack and ongoing support.

Responsibilities

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

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.