Remote Benefits Concierge & Virtual Advisor

Lever, Inc.; St. George (LA); 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 to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training provided.

The seat supports work from home and uses the current tech stack to enable effective client interactions. The ideal candidate is driven, trainable, and dependable, comfortable competing, and at ease on camera.

Qualifications

• Must be driven, trainable and dependable.
• Comfortable competing and on-camera presence.
• Able to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess customer needs and explain options.
• Maintain relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with full training provided.

The seat supports work from home and uses the current tech stack to enable effective client interactions. The ideal candidate is driven, trainable, and dependable, comfortable competing, and at ease on camera.