Remote Benefits Consultant — Virtual Advisor & Growth

Lever, Inc.; Lawton (OK); Remote; USD 50,000 - 80,000; 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 who assesses client needs, explains options, and maintains the relationship after the first meeting. This role emphasizes communication, problem-solving, and a focus on outcomes.

You will handle admin tasks such as notes, calendar management, and CRM hygiene while working from home. Expect a training-first environment with a clear path for advancement based on performance.

Qualifications

• Driven, trainable, and dependable traits.
• Comfortable with competition and camera presence.
• CRM hygiene and admin discipline required.

Responsibilities

• Virtual consultant role: assess needs, teach options, and maintain relationships after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM tools

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. This role emphasizes communication, problem-solving, and a focus on outcomes.

You will handle admin tasks such as notes, calendar management, and CRM hygiene while working from home. Expect a training-first environment with a clear path for advancement based on performance.