Remote Benefits Consultant & Client Advocate

Lever, Inc.; Asheville (NC); Remote; USD 50,000 - 70,000; 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. seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This fully remote role emphasizes CRM hygiene and administration, including notes and scheduling.

The position offers training, a clear advancement path based on performance, and a modern tech stack. Interviews are conducted on Zoom, with preference for candidates comfortable on camera and able to work from home.

Qualifications

• Role focuses on assessing needs and teaching options.
• Admin duties include notes, appointments, and CRM hygiene.
• Comfortable presenting options and maintaining client relationships after initial meeting.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Virtual consultant

CRM hygiene

Needs assessment

Relationship management

Camera comfort

Tools

Current tech stack

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. This fully remote role emphasizes CRM hygiene and administration, including notes and scheduling.

The position offers training, a clear advancement path based on performance, and a modern tech stack. Interviews are conducted on Zoom, with preference for candidates comfortable on camera and able to work from home.