Remote Benefits Concierge | Virtual Advisor & Growth

Lever, Inc.; Town of Florida (NY); Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Current tech stack

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, appointment scheduling, and keeping the CRM clean.

A supportive team provides full training and an active, qualified-interest pipeline. Remote work is available, with opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Responsibilities

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

Skills

CRM

Administrative

Relationship management

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present options, and maintain the relationship after the first meeting. The role includes administrative duties such as notes, appointment scheduling, and keeping the CRM clean.

A supportive team provides full training and an active, qualified-interest pipeline. Remote work is available, with opportunities for advancement based on performance. Ideal candidates are driven, trainable, dependable, and comfortable on camera.