Remote Benefits Advisor — Educate & Advise Clients

Lever, Inc.; Laramie (WY); Remote; USD 45,000 - 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 virtual consultant who assesses client needs, presents options, and stays in the relationship after the first meeting.

You will manage admin tasks such as notes, appointments, and CRM hygiene, using the current tech stack from home. This role emphasizes a no cold call approach, a qualified-interest pipeline, performance-based advancement, and comprehensive training; interviews are conducted on Zoom.

Qualifications

• Assess client needs and present options to guide decisions.
• Maintain the client relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Manage admin tasks including notes, appointments, and CRM hygiene.
• Utilize the current tech stack and work from home.

Skills

CRM proficiency

Relationship management

Needs assessment

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and stays in the relationship after the first meeting.

You will manage admin tasks such as notes, appointments, and CRM hygiene, using the current tech stack from home. This role emphasizes a no cold call approach, a qualified-interest pipeline, performance-based advancement, and comprehensive training; interviews are conducted on Zoom.