Remote Client Benefits Advisor

Lever, Inc.; Horn Lake (MS); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Remote interviews

Job summary

Lever, Inc. seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. The role emphasizes consultative engagement delivered remotely.

You’ll handle admin tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom. There is no cold calling, and a qualified-interest pipeline guides progress. This is a remote, home-based position.

Qualifications

• Assess client needs and present options to move the relationship forward.
• Maintain CRM hygiene, notes, and calendar appointments as admin tasks.

Responsibilities

• Assess needs and teach options, staying in the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.

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.