Remote Benefits Consultant & Virtual Advisor

Lever, Inc.; La Vista (NE); Remote; USD 50,000 - 70,000; 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. seeks a virtual consultant to assess client needs, present options, and guide them post-meeting while maintaining ongoing relationships. The role includes administering notes, scheduling, and CRM hygiene to ensure smooth communications.

The position is remote, with training provided and a current tech stack supported. Candidates should be comfortable with Zoom interviews and continuous engagement.

Responsibilities

• Assess client needs and tailor recommendations.
• Teach options and guide clients through choices.
• Maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and guide them post-meeting while maintaining ongoing relationships. The role includes administering notes, scheduling, and CRM hygiene to ensure smooth communications.

The position is remote, with training provided and a current tech stack supported. Candidates should be comfortable with Zoom interviews and continuous engagement.