Remote Benefits Advisor | Virtual Consultant with Growth Path

Lever, Inc.; Meriden (CT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting while working from home. This role emphasizes clear communication, customer focus, and strong online presence.

The position includes administrative duties such as notes, scheduling, and CRM hygiene, as well as using the current tech stack and participating in Zoom interviews as needed.

Qualifications

• Experience with virtual consulting.
• Ability to manage CRM hygiene.
• Proactive relationship-building after the initial meeting.

Responsibilities

• Assess client needs, teach options, and maintain relationships after the first meeting.
• Admin tasks: notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

CRM

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and maintain the relationship after the first meeting while working from home. This role emphasizes clear communication, customer focus, and strong online presence.

The position includes administrative duties such as notes, scheduling, and CRM hygiene, as well as using the current tech stack and participating in Zoom interviews as needed.