Remote Benefits Consultant — Virtual Advisor, Full Training

Lever, Inc.; Waterbury (CT); Remote; USD 35,000 - 65,000; 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 relationship after the initial meeting. Admin responsibilities include notes, scheduling, and keeping CRM up to date. The role emphasizes staying connected with clients and ensuring a smooth follow-up process.

This position offers work-from-home flexibility with training and opportunities for advancement based on performance.

Qualifications

• Admin is part of the role: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and maintain the relationship after the first meeting.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationship after the initial meeting. Admin responsibilities include notes, scheduling, and keeping CRM up to date. The role emphasizes staying connected with clients and ensuring a smooth follow-up process.

This position offers work-from-home flexibility with training and opportunities for advancement based on performance.