Remote Benefits Education Consultant — Learn & Advise

Lever, Inc.; West Chester (Chester County); Remote; USD 40,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. You will manage notes, appointments, and CRM hygiene as a core part of the role.

This position offers work from home, full training, and a no cold-calling environment with a qualified-interest pipeline and performance-based advancement. Interviews on Zoom.

Qualifications

• Assess client needs and tailor options.
• Maintain notes, schedule appointments, and keep CRM hygiene.
• Succeed in a remote work environment with training and support.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with camera

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, present options, and maintain the relationship after the initial meeting. You will manage notes, appointments, and CRM hygiene as a core part of the role.

This position offers work from home, full training, and a no cold-calling environment with a qualified-interest pipeline and performance-based advancement. Interviews on Zoom.