Remote Benefits Intake Specialist

Lever, Inc.; Barre (VT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and remain engaged after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

This role emphasizes relationship-building and clear remote communication, with interviews conducted on Zoom. No cold calls and comprehensive training are provided to help you succeed in a fast-moving environment.

Qualifications

• Virtual consultant role requiring client-facing relationship skills.
• Ability to teach options and guide decisions.
• Strong administrative discipline: notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Lead first meeting and maintain the relationship during follow-up.
• Handle admin tasks including notes, scheduling, and CRM hygiene.

Skills

CRM management

Relationship building

Remote communication

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and remain engaged after the first meeting. You will handle admin tasks such as notes, appointments, and CRM hygiene while working from home.

This role emphasizes relationship-building and clear remote communication, with interviews conducted on Zoom. No cold calls and comprehensive training are provided to help you succeed in a fast-moving environment.