Remote Benefits Advisor – Virtual Consultations & Growth

Lever, Inc.; Saint Cloud (MN); 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 client needs, teaches options, and remains in the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene.

You will work from home with full training and a current tech stack, supported by a qualified-interest pipeline and performance-based advancement. Interviews are conducted on Zoom.

Qualifications

• CRM hygiene experience or willingness to maintain CRM data
• Ability to work from home
• Strong communication and relationship-building skills

Responsibilities

• Assess client needs and teach options during consultative sessions
• Maintain relationships after the first meeting
• Handle admin tasks: notes, appointments, and CRM hygiene

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and remains in the relationship after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene.

You will work from home with full training and a current tech stack, supported by a qualified-interest pipeline and performance-based advancement. Interviews are conducted on Zoom.