Remote Client Benefits Advisor — Training & Growth

Lever, Inc.; Sandy Springs (GA); 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, present options, and guide them through the decision process. You’ll remain engaged with clients after the first meeting to ensure satisfaction and long-term partnerships.

Administrative duties include notes, scheduling, and keeping CRM hygiene up to date. The role emphasizes strong communication, reliability, and comfort with presenting on camera. Interviews are conducted on Zoom.

Responsibilities

• Assess client needs and present suitable options to customers.
• Maintain client relationships after the first meeting to drive satisfaction and retention.
• Handle admin tasks like taking notes, scheduling appointments, and maintaining CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and guide them through the decision process. You’ll remain engaged with clients after the first meeting to ensure satisfaction and long-term partnerships.

Administrative duties include notes, scheduling, and keeping CRM hygiene up to date. The role emphasizes strong communication, reliability, and comfort with presenting on camera. Interviews are conducted on Zoom.