Remote Benefits Intake Consultant — Virtual, Growth Ready

AO Garcia Agency; Central (LA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Remote work

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains the client relationship after the first meeting. The role includes admin duties such as notes, scheduling, and CRM hygiene, with no cold calling and a qualified-interest pipeline.

Work from home with Zoom interviews; receives full training and access to the current tech stack, with opportunities for performance-based advancement.

Qualifications

• CRM familiarity and admin tasks.

Responsibilities

• Assess client needs and present options for next steps.
• Maintain ongoing relationship after the initial meeting (via Zoom).
• Handle admin duties: take notes, schedule appointments, and keep CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains the client relationship after the first meeting. The role includes admin duties such as notes, scheduling, and CRM hygiene, with no cold calling and a qualified-interest pipeline.

Work from home with Zoom interviews; receives full training and access to the current tech stack, with opportunities for performance-based advancement.