Remote Client Benefits Advisor

Lever, Inc.; Georgetown (KY); Remote; USD 60,000 - 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. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin duties like notes, calendar hygiene, and CRM upkeep, with the flexibility of working from home.

You'll join a team that values drive, trainability, dependability, and comfort with cameras, and interviews are conducted via Zoom. This is a remote, virtual position requiring strong client interaction and disciplined time management.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role includes admin duties like notes, calendar hygiene, and CRM upkeep, with the flexibility of working from home.

You'll join a team that values drive, trainability, dependability, and comfort with cameras, and interviews are conducted via Zoom. This is a remote, virtual position requiring strong client interaction and disciplined time management.