Remote Benefits Intake Consultant

Lever, Inc.; Pocatello (ID); Remote; USD 52,000 - 78,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who can assess prospect needs, teach options, and nurture the relationship after the first meeting. The role emphasizes remote engagement and ongoing client care.

The position also includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with work from home flexibility and full training. A performance-based advancement path is available.

Responsibilities

• Assess client needs and present suitable options
• Maintain the relationship after the initial meeting
• Admin tasks: notes, appointments, CRM hygiene

Job description

Lever, Inc. is seeking a virtual consultant who can assess prospect needs, teach options, and nurture the relationship after the first meeting. The role emphasizes remote engagement and ongoing client care.

The position also includes admin duties such as taking notes, scheduling appointments, and maintaining CRM hygiene, with work from home flexibility and full training. A performance-based advancement path is available.