Remote Benefits Advisor — Virtual Consultant

Lever, Inc.; Kenosha (WI); Remote; USD 40,000 - 60,000; 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 needs, explains options, and maintains the relationship after the first meeting.

The role emphasizes admin tasks like taking notes, keeping appointments, and maintaining CRM hygiene, with the comfort of working from home. The position offers a structured path with training, a qualified-interest pipeline, and opportunities for advancement based on performance.

Qualifications

• Ability to work from home and manage CRM hygiene.
• Comfortable on camera during virtual meetings.
• Willingness to handle admin tasks (notes, appointments) and maintain records.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Conduct interviews or outreach sessions via Zoom as needed.

Skills

CRM hygiene

Notes management

Appointment scheduling

Tools

CRM

Job description

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

The role emphasizes admin tasks like taking notes, keeping appointments, and maintaining CRM hygiene, with the comfort of working from home. The position offers a structured path with training, a qualified-interest pipeline, and opportunities for advancement based on performance.