Remote Client Benefits Advisor

Lever, Inc.; Sandy Springs (GA); Remote; USD 42,000 - 70,000; 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 to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with training provided. The position offers work-from-home flexibility and an opportunity to advance based on performance.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. Zoom interviews are used for screening and onboarding.

Qualifications

• Notes, appointments, CRM hygiene are part of Admin duties.

Responsibilities

• 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. seeks a Virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointment scheduling, and CRM hygiene, with training provided. The position offers work-from-home flexibility and an opportunity to advance based on performance.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. Zoom interviews are used for screening and onboarding.