Remote Client Benefits Advisor – Full Training

Lever, Inc.; Sandy (UT); Remote; USD 60,000 - 85,000; 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 tailored options, and nurture relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with no cold calling involved.

The role offers full training, exposure to current tech stack, and the option to work from home, supported by a qualified-interest pipeline and performance-based advancement.

Responsibilities

• Assess needs for clients and tailor options accordingly.
• Teach and present suitable options to clients.
• Maintain the client relationship after the first meeting.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present tailored options, and nurture relationships after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with no cold calling involved.

The role offers full training, exposure to current tech stack, and the option to work from home, supported by a qualified-interest pipeline and performance-based advancement.