Remote Benefits Consultant — Virtual Advisor

Lever, Inc.; Noblesville (IN); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, setting appointments, and CRM hygiene, with the comfort of working from home.

Interviews are conducted via Zoom. Ideal candidates are trainable, driven, and dependable, with the ability to perform in a fast-paced, online environment.

Responsibilities

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

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties such as notes, setting appointments, and CRM hygiene, with the comfort of working from home.

Interviews are conducted via Zoom. Ideal candidates are trainable, driven, and dependable, with the ability to perform in a fast-paced, online environment.