Remote Benefits Planning Advisor

Lever, Inc.; Bixby (OK); Remote; USD 42,000 - 68,000; 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. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the first meeting. The role emphasizes building trust, guiding decisions, and closing next steps.

You will handle admin tasks like notes, appointments, and keeping CRM hygiene, with training provided and no cold calling. Zoom interviews are common, and you can work from home with a current tech stack.

Qualifications

• Virtual consultant role requiring remote work.
• No cold calling is required.
• CRM hygiene and admin tasks in scope.
• Interviews via Zoom.

Responsibilities

• Assess client needs and teach options.
• Maintain the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Relationship skills

Remote collaboration

Zoom readiness

Tools

CRM software

Video conferencing

Job description

Lever, Inc. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the first meeting. The role emphasizes building trust, guiding decisions, and closing next steps.

You will handle admin tasks like notes, appointments, and keeping CRM hygiene, with training provided and no cold calling. Zoom interviews are common, and you can work from home with a current tech stack.