Remote Benefits Consultant — Full Training, No Cold Calling

Lever, Inc.; Starkville (MS); Remote; USD 42,000 - 68,000; 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. The role emphasizes meticulous CRM notes, calendar hygiene, and ongoing engagement with prospects.

This position is remote, includes full training, and uses Zoom for interviews; no cold calling is required as you work within a qualified-interest pipeline and benefit from clear advancement paths.

Qualifications

• Virtual consultant role focused on needs assessment and relationship-building.
• Administrative tasks include notes, appointments, CRM hygiene.
• Interviews on Zoom.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.

Skills

Needs assessment

Relationship management

CRM hygiene

Virtual collaboration

Zoom interviews

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role emphasizes meticulous CRM notes, calendar hygiene, and ongoing engagement with prospects.

This position is remote, includes full training, and uses Zoom for interviews; no cold calling is required as you work within a qualified-interest pipeline and benefit from clear advancement paths.