Remote Benefits Consultant - Virtual Relationship Builder

Lever, Inc.; Bixby (OK); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, presents options, and maintains relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and interviews conducted via Zoom.

The position emphasizes being able to work from home, maintain a qualified-interest pipeline, and thrive in a performance-driven environment.

Qualifications

• Traits that work here are: driven, trainable, dependable, comfortable competing, camera-friendly.
• Interviews conducted on Zoom.
• No cold calling is required.

Responsibilities

• Assess customer needs and present options.
• Build and maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive mindset

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, presents options, and maintains relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided and interviews conducted via Zoom.

The position emphasizes being able to work from home, maintain a qualified-interest pipeline, and thrive in a performance-driven environment.