Remote Benefits Coverage Consultant — Virtual, CRM‑Driven

Lever, Inc.; Twin Falls (ID); Remote; USD 42,000 - 60,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and stays in the relationship after the first meeting. The role emphasizes relationship-building and remote work.

This position includes admin tasks such as notes, appointments, and CRM hygiene, and offers full training. Interviews are conducted on Zoom and there is a clear path for advancement based on performance.

Qualifications

• Strong communication skills for virtual consultations.
• Comfortable on camera and able to build rapport remotely.
• Reliable home-office setup and disciplined work habits.

Responsibilities

• Assess client needs and present options in a consultative manner.
• Nurture client relationships after the initial meeting.
• Maintain accurate CRM notes, appointments, and hygiene.

Skills

CRM management

Virtual consultation

Video interviews

Admin & scheduling

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and stays in the relationship after the first meeting. The role emphasizes relationship-building and remote work.

This position includes admin tasks such as notes, appointments, and CRM hygiene, and offers full training. Interviews are conducted on Zoom and there is a clear path for advancement based on performance.