Remote Benefits Sales Consultant

Lever, Inc.; Cleveland (OH); Remote; USD 50,000 - 80,000; 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, presents options, and stays in the relationship after the first meeting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene while working from home with our current tech stack with full training. This role emphasizes remote collaboration, Zoom interviews, and building trusted advisory relationships with clients.

Responsibilities

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

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and stays in the relationship after the first meeting.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene while working from home with our current tech stack with full training. This role emphasizes remote collaboration, Zoom interviews, and building trusted advisory relationships with clients.