Remote Benefits Planning Consultant

Lever, Inc.; Sanford (ME); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, present viable options, and maintain the relationship after the initial meeting. You will perform admin tasks such as notes, appointments, and CRM hygiene while working remotely.

This role emphasizes staying connected with clients over Zoom, feedback-driven advancement, and training to succeed in a full-time virtual position.

Responsibilities

• Assess client needs and tailor options during the engagement.
• Teach options clearly and manage expectations.
• Stay engaged with the relationship after the first meeting.
• Admin tasks include notes, calendar management, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present viable options, and maintain the relationship after the initial meeting. You will perform admin tasks such as notes, appointments, and CRM hygiene while working remotely.

This role emphasizes staying connected with clients over Zoom, feedback-driven advancement, and training to succeed in a full-time virtual position.