Remote Benefits Enrollment Advisor

Lever, Inc.

Urbandale (IA)

Remote

USD 35,000 - 52,000

Full time

2 days ago
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Benefits offered by this job

No cold calling
Full training
Work from home
Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will manage admin tasks including notes and CRM hygiene while working from home. Interviews occur on Zoom, and training is provided to support success in a qualified-interest pipeline. No cold calls are required.

The role emphasizes reliability, adaptability, and comfort with cameras as you build lasting client connections remotely.

Qualifications

  • Driven, trainable, dependable traits as core requirements.

Responsibilities

  • Assess client needs and propose options.
  • Maintain relationship after first meeting.
  • Handle admin tasks: notes and CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat
  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training
  • Current tech stack
  • Work from home
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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