Remote Benefits Advisor | Virtual, Trained & Growth-Driven

Lever, Inc.; Greenville (SC); Remote; USD 55,000 - 75,000; 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 can assess client needs, teach available options, and stay connected after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with a fully remote setup and Zoom interviews for the process.

Expect training, a qualified-interest pipeline, and ongoing support as you build relationships. This position emphasizes adaptability, drive, and comfort with video communication in a modern, remote environment.

Responsibilities

• Assess customer needs and present options to move the discussion forward.
• Maintain the relationship after the first meeting and ensure CRM notes are up to date.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach available options, and stay connected after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with a fully remote setup and Zoom interviews for the process.

Expect training, a qualified-interest pipeline, and ongoing support as you build relationships. This position emphasizes adaptability, drive, and comfort with video communication in a modern, remote environment.