Remote Benefits Guidance Specialist

Lever, Inc.; Bethlehem (Northampton County); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role prioritizes understanding customer goals and guiding decisions remotely.

In addition to consultative work, admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene are essential. Remote work and Zoom interviews are standard, with on-going training and a focus on results.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.
• Ability to assess client needs and present options.
• Maintain relationships after first meeting.

Responsibilities

• Assess client needs and teach options.
• Stay in relationship after initial meeting.
• Admin duties: notes, scheduling, CRM hygiene.

Skills

CRM basics

Relationship building

Remote work

Tools

CRM software

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.