Remote Benefits Consultant — Full Training & Growth

Lever, Inc.; Sheridan (WY); 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 to assess client needs, present options, and nurture relationships after the initial meeting. This remote position emphasizes strong CRM discipline and professional communication.

You will manage admin tasks, maintain notes and appointments, and ensure CRM hygiene while delivering a high-quality client experience. Training is provided, and interviews will be held via Zoom.

Responsibilities

• Assess needs and tailor options for the client.
• Teach options and guide the client through the first meeting.
• Maintain the relationship after the first meeting; conduct notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. This remote position emphasizes strong CRM discipline and professional communication.

You will manage admin tasks, maintain notes and appointments, and ensure CRM hygiene while delivering a high-quality client experience. Training is provided, and interviews will be held via Zoom.