Remote Benefits Consultant & Client Relations

Lever, Inc.; Fort Wayne (IN); Remote; USD 50,000 - 80,000; 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 assesses needs, tailors recommendations, and stays in the relationship after the first meeting. This role includes admin duties: notes, appointments, CRM hygiene, data entry, and ensuring the current tech stack is used effectively to support client conversations.

Work from home with Zoom interviews; you’ll build trust, present clear choices, and manage follow-ups across the sales cycle.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties include notes, appointments, CRM hygiene, and data entry to keep records up to date.

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, tailors recommendations, and stays in the relationship after the first meeting. This role includes admin duties: notes, appointments, CRM hygiene, data entry, and ensuring the current tech stack is used effectively to support client conversations.

Work from home with Zoom interviews; you’ll build trust, present clear choices, and manage follow-ups across the sales cycle.