Remote Benefits Enrollment Advisor - Virtual Consultant

Lever, Inc.; Morristown (VT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Current tech stack

Full training

Work from home

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after initial meetings. The role includes admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Interviews are conducted on Zoom, with the opportunity for training and advancement. The position emphasizes remote work and ongoing client engagement.

Qualifications

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

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after initial meetings. The role includes admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Interviews are conducted on Zoom, with the opportunity for training and advancement. The position emphasizes remote work and ongoing client engagement.