Remote Benefits Intake Specialist — Trusted Advisor

Lever, Inc.; Lawton (OK); Remote; USD 40,000 - 70,000; 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 who assesses client needs, explains options, and maintains the relationship after the first meeting. The role emphasizes a consultative approach and remote engagement.

Administrative duties include notes, appointment scheduling, and CRM hygiene. This position is remote, with interviews conducted over Zoom and a clear path for ongoing training and advancement within a modern tech stack.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the first meeting. The role emphasizes a consultative approach and remote engagement.

Administrative duties include notes, appointment scheduling, and CRM hygiene. This position is remote, with interviews conducted over Zoom and a clear path for ongoing training and advancement within a modern tech stack.