Remote Benefits Guidance Specialist

Lever, Inc.; Hyattsville (MD); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

Admin tasks include notes, appointments, and CRM hygiene. The role offers training, exposure to the current tech stack, and work-from-home flexibility.

Qualifications

• Must be able to assess needs and propose options.
• Maintain CRM hygiene and admin tasks such as notes and appointments.
• Comfort with video interviews (Zoom) and client relationships.

Responsibilities

• Assess client needs and present options.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable with a camera

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.