Remote Benefits Consultant & Virtual Guidance Pro

Lever, Inc.; Oakland (CA); Remote; USD 40,000 - 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. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin work—notes, appointments, and CRM hygiene—and full training is provided.

This position is work-from-home friendly, with a focus on maintaining a qualified pipeline and leveraging the current tech stack. No cold calling is required, and interviews are conducted via Zoom.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the first meeting. The role includes admin work—notes, appointments, and CRM hygiene—and full training is provided.

This position is work-from-home friendly, with a focus on maintaining a qualified pipeline and leveraging the current tech stack. No cold calling is required, and interviews are conducted via Zoom.