Remote Benefits Consultant — Growth & Training

Lever, Inc.; Peoria (IL); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and guide prospects from first meeting to ongoing relationship. You’ll manage notes, appointments, and CRM hygiene while collaborating with a remote team.

This role offers work from home, Zoom interviews, and a path for performance-based advancement after training. You’ll thrive if you’re driven, trainable, dependable, and comfortable on camera.

Qualifications

• Ability to assess client needs and present options.
• Maintain CRM notes and schedule appointments.
• Ability to work remotely and manage relationships after initial meeting.

Responsibilities

• Assess client needs and present options.
• Maintain CRM hygiene and document notes.
• Schedule appointments and manage follow-ups.
• Build and maintain relationships after initial meeting.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera friendly

Tools

CRM software

Notes management

Appointments scheduling

Zoom video calls

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and guide prospects from first meeting to ongoing relationship. You’ll manage notes, appointments, and CRM hygiene while collaborating with a remote team.

This role offers work from home, Zoom interviews, and a path for performance-based advancement after training. You’ll thrive if you’re driven, trainable, dependable, and comfortable on camera.