Remote Benefits Advisor: Full Training & Growth Path

Lever, Inc.; Broken Arrow (OK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and guide relationships after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene while working from home. Interviews are conducted on Zoom as part of a remote process.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with strong communication and organizational skills. This is a remote, virtual role in the United States.

Qualifications

• Must be reliable and able to work independently.
• Strong communication and organizational skills.
• Comfortable presenting via video platforms.

Responsibilities

• Assess client needs and present suitable options.
• Teach options and guide clients through decisions.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfort

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and guide relationships after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene while working from home. Interviews are conducted on Zoom as part of a remote process.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with strong communication and organizational skills. This is a remote, virtual role in the United States.