Remote Benefits Team Leader in Training

Lever, Inc.; Cranston (RI); Remote; USD 55,000 - 85,000; 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 to assess client needs, teach options, and stay engaged with the relationship after the initial meeting.

The role includes administrative duties such as taking notes, scheduling appointments, CRM hygiene, and completing full training. This work-from-home position supports applicants located in the United States.

Qualifications

• Experience using CRM systems.
• Strong administrative and organizational abilities.

Responsibilities

• Assess client needs and present suitable options after initial meeting.
• Maintain client relationships after the first meeting.
• Handle notes, appointments, and CRM hygiene.

Skills

CRM proficiency

Administrative skills

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.