Remote Client Benefits Advisor

Lever, Inc.; Fort Worth (TX); Remote; USD 55,000 - 90,000; 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 client needs, explains available options, and stays engaged with the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene, all performed remotely.

The role emphasizes staying connected with clients, using the current tech stack, and benefiting from full training to advance based on performance and capability.

Qualifications

• Must be able to assess client needs and present options after initial contact.
• Maintain CRM notes, keep scheduling and records up to date.
• Comfortable on video calls and presenting options to clients.

Responsibilities

• Assess client needs and present options after initial contact.
• Maintain relationship after first meeting.
• Handle admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, explains available options, and stays engaged with the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene, all performed remotely.

The role emphasizes staying connected with clients, using the current tech stack, and benefiting from full training to advance based on performance and capability.