Remote Benefits Advisor - Virtual Consultant with Growth

Lever, Inc.; Twin Falls (ID); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture relationships beyond the initial meeting. The role includes routine admin like notes, appointment scheduling, and CRM hygiene, with no cold calling required.

This position emphasizes reliable, trainable teammates who can work effectively from home, participate in Zoom interviews, and grow through performance-based advancement as the company expands its qualified-interest pipeline.

Qualifications

• Notes, appointments, CRM hygiene are part of the role.
• No cold calling is required.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture relationships beyond the initial meeting. The role includes routine admin like notes, appointment scheduling, and CRM hygiene, with no cold calling required.

This position emphasizes reliable, trainable teammates who can work effectively from home, participate in Zoom interviews, and grow through performance-based advancement as the company expands its qualified-interest pipeline.