Remote Benefits Consultant – Virtual, Growth‑Oriented

Lever, Inc.; Horn Lake (MS); Remote; USD 40,000 - 60,000; 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 stays engaged after the first meeting to foster lasting relationships.

The role includes admin duties (notes, appointments, CRM hygiene) and Zoom interviews; you will document conversations, update CRM status, and coordinate with teammates across departments.

Enjoy work-from-home flexibility, comprehensive training, and a track record of performance-based advancement in a fast-paced, client-facing environment.

Qualifications

• Strong communication skills with clients and ability to assess needs.
• Ability to explain options clearly and build ongoing relationships.
• Proficiency with basic CRM hygiene and note-taking.

Responsibilities

• Assess client needs and teach options; stay in the relationship after the first meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene, and documentation.
• Support Zoom interviews and coordinate with internal teams.

Skills

Client communication

CRM basics

Tools

CRM systems

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, explains options, and stays engaged after the first meeting to foster lasting relationships.

The role includes admin duties (notes, appointments, CRM hygiene) and Zoom interviews; you will document conversations, update CRM status, and coordinate with teammates across departments.

Enjoy work-from-home flexibility, comprehensive training, and a track record of performance-based advancement in a fast-paced, client-facing environment.