Remote Benefits Consultant & Relationship Builder

Lever, Inc.; Town of Middletown (NY); Remote; USD 60,000 - 90,000; 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 can assess client needs, explain available options, and stay engaged with the relationship after the first meeting. You will handle administrative duties such as notes, appointment scheduling, and CRM hygiene.

This is a work-from-home role with access to current technology stacks and remote collaboration. Highlights include a qualified-interest pipeline, performance-based advancement, and full training.

Responsibilities

• Assess client needs and explain available options.
• Nurture client relationships after the initial meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, explain available options, and stay engaged with the relationship after the first meeting. You will handle administrative duties such as notes, appointment scheduling, and CRM hygiene.

This is a work-from-home role with access to current technology stacks and remote collaboration. Highlights include a qualified-interest pipeline, performance-based advancement, and full training.