Remote Benefits Consultant & Client Relationship Advisor

Lever, Inc.; Tucson (AZ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a remote Virtual Consultant to assess client needs, teach options, and maintain the relationship after the first meeting.

Admin duties are part of the role, including notes, appointments, and CRM hygiene to keep pipelines clean. You will work from home with access to our current tech stack and onboarding training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a customer-focused mindset and ability to work independently.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Tools

CRM software

Job description

Lever, Inc. is seeking a remote Virtual Consultant to assess client needs, teach options, and maintain the relationship after the first meeting.

Admin duties are part of the role, including notes, appointments, and CRM hygiene to keep pipelines clean. You will work from home with access to our current tech stack and onboarding training.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with a customer-focused mindset and ability to work independently.