Remote Benefits Presentation Specialist

Lever, Inc.; Provo (UT); 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 needs, teaches options, and stays engaged after the first meeting. Administrative duties include notes, appointments, and CRM hygiene to keep relationships clean and actionable.

This role is fully remote with Zoom interviews, current tech stack familiarity, and opportunities for performance-based advancement. A proactive communicator who thrives in a fast-moving environment will excel.

Qualifications

• Experience with virtual consultations and follow-up communications.
• Ability to maintain CRM hygiene and scheduling.

Responsibilities

• Assess client needs during virtual meetings.
• Teach options and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and stays engaged after the first meeting. Administrative duties include notes, appointments, and CRM hygiene to keep relationships clean and actionable.

This role is fully remote with Zoom interviews, current tech stack familiarity, and opportunities for performance-based advancement. A proactive communicator who thrives in a fast-moving environment will excel.