Remote Client Benefits Advisor

Lever, Inc.; Havre (MT); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting.

The role includes administrative tasks such as notes, appointments, and CRM hygiene. This position is remote with full training and a path for advancement; interviews are conducted on Zoom.

Candidates should be comfortable on camera, driven, trainable, and dependable in a performance-based environment.

Responsibilities

• Assess client needs and present options to clients.
• Maintain CRM hygiene, take notes and schedule appointments.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting.

The role includes administrative tasks such as notes, appointments, and CRM hygiene. This position is remote with full training and a path for advancement; interviews are conducted on Zoom.

Candidates should be comfortable on camera, driven, trainable, and dependable in a performance-based environment.