Remote Benefits Consultant & Client Relationship Builder

Lever, Inc.; Keene (NH); Remote; USD 45,000 - 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. is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the initial meeting. Administrative duties include notes, appointments, and keeping the CRM up to date.

The role supports the sales process with a qualified-interest pipeline and requires participation in Zoom interviews. This position offers full training, access to our current tech stack, and a performance-based advancement path.

Qualifications

• Admin is part of the job: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain the relationship after the first meeting.
• Handle administrative tasks: notes, scheduling, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with video

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, educates on options, and maintains the relationship after the initial meeting. Administrative duties include notes, appointments, and keeping the CRM up to date.

The role supports the sales process with a qualified-interest pipeline and requires participation in Zoom interviews. This position offers full training, access to our current tech stack, and a performance-based advancement path.