Remote Benefits Enrollment Consultant

Lever, Inc.; Urbandale (IA); Remote; USD 35,000 - 52,000; Full time

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

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.