Remote Benefits Education Consultant

Lever, Inc.; Riverside (CA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with training provided and no cold calling involved.

The position emphasizes being driven, trainable, dependable, and comfortable on camera. Interviews are conducted via Zoom and the work-from-home setup is supported.

Qualifications

• Ability to conduct virtual consultations
• Strong CRM hygiene and administrative skills
• Comfortable working from home and using video calls

Responsibilities

• Assess needs and present options to clients
• Maintain relationship after first meeting
• Handle admin tasks: notes, appointments, CRM hygiene

Skills

Driven

Trainable

Dependable

Comfortable on camera

Tools

CRM software

Zoom

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, with training provided and no cold calling involved.

The position emphasizes being driven, trainable, dependable, and comfortable on camera. Interviews are conducted via Zoom and the work-from-home setup is supported.