Remote Benefits Consultant Trainee - Growth & Training

Lever, Inc.; Belgrade (MT); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach available options, and nurture the relationship after the first meeting. The role includes administrative duties, CRM hygiene, notes, and scheduling, with interviews conducted on Zoom.

This position emphasizes staying engaged with prospects after the initial meeting and leveraging the current tech stack to support remote, home-based work.

Qualifications

• Driven, trainable and dependable traits are essential.
• Comfortable on camera and able to present options clearly.
• CRM hygiene and admin tasks are part of day-to-day responsibilities.

Responsibilities

• Assess client needs and teach options to move conversations forward.
• Maintain CRM hygiene, track notes and schedule follow-ups.
• Stay in the relationship after the initial meeting to close the cycle.

Skills

Driven

Trainable

Dependable

On-camera comfortable

CRM proficiency

Tools

CRM

Notes & scheduling tools

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach available options, and nurture the relationship after the first meeting. The role includes administrative duties, CRM hygiene, notes, and scheduling, with interviews conducted on Zoom.

This position emphasizes staying engaged with prospects after the initial meeting and leveraging the current tech stack to support remote, home-based work.