Remote Benefits Consultant - Training & Growth Path

Lever, Inc.; Gilbert (AZ); Remote; USD 50,000 - 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 to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with full training provided and Zoom interviews.

This remote position emphasizes comfort with video interactions and working from home, supported by a structured pipeline and opportunities for advancement based on performance.

Qualifications

• Assess client needs and present options.
• Maintain CRM hygiene and notes.

Responsibilities

• Assess needs, present options, and maintain client relationships after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Assess needs

Teach options

CRM hygiene

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with full training provided and Zoom interviews.

This remote position emphasizes comfort with video interactions and working from home, supported by a structured pipeline and opportunities for advancement based on performance.