Remote Benefits Advisor: Assess Needs & Guide Options

Lever, Inc.; Horace (ND); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will manage admin tasks, notes, scheduling, and CRM hygiene, with comprehensive training provided.

This remote role supports a qualified-interest pipeline and relies on Zoom for interviews and collaboration from home. The position emphasizes no cold calling and ongoing relationship management within a flexible, home-based environment, with ongoing

Qualifications

• Experience with virtual consultations and CRM systems.
• Ability to manage notes, appointments and follow-ups.
• Strong written and verbal communication for remote interactions.

Responsibilities

• Assess client needs and present suitable options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Note taking

Appointment scheduling

Relationship building

Remote collaboration

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will manage admin tasks, notes, scheduling, and CRM hygiene, with comprehensive training provided.

This remote role supports a qualified-interest pipeline and relies on Zoom for interviews and collaboration from home. The position emphasizes no cold calling and ongoing relationship management within a flexible, home-based environment, with ongoing