Remote Benefits Enrollment Specialist - Virtual Advisor

Lever, Inc.; Eagle (ID); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full training

Work from home

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 notes, appointments, and CRM hygiene, with a focus on delivering value remotely.

This position emphasizes being driven, teachable, and dependable, with interviews conducted via Zoom. A strong ability to work from home and manage ongoing client relationships is essential.

Qualifications

• No cold calling
• Admin tasks include notes, appointments, CRM hygiene
• Remote/Work-from-home role

Responsibilities

• Assess client needs, teach options, and guide decisions.
• Stay in the relationship after the first meeting to support implementation and next steps.

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 notes, appointments, and CRM hygiene, with a focus on delivering value remotely.

This position emphasizes being driven, teachable, and dependable, with interviews conducted via Zoom. A strong ability to work from home and manage ongoing client relationships is essential.