Remote Benefits Concierge & Client Advisor

Lever, Inc.; Joplin (MO); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance advancement

Full training

Tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and remains in the relationship after the first meeting. This remote role includes interviews on Zoom and removes cold-calling barriers, offering full training and a clear path through a qualified-interest pipeline.

The seat supports work-from-home arrangements, current tech stack visibility, and performance-based advancement as you scale with the team.

Qualifications

• Ability to manage notes and CRM hygiene.
• Willingness to learn and adapt quickly.
• Strong communication skills in virtual settings.

Responsibilities

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

Skills

Driven

Trainable

Dependable

On-camera comfort

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and remains in the relationship after the first meeting. This remote role includes interviews on Zoom and removes cold-calling barriers, offering full training and a clear path through a qualified-interest pipeline.

The seat supports work-from-home arrangements, current tech stack visibility, and performance-based advancement as you scale with the team.