Remote Client Benefits Advisor — Virtual Consultant

Lever, Inc.; Brookings (SD); 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 maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM upkeep, with interviews conducted via Zoom and work-from-home flexibility.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and willing to engage in a performance-based advancement path with full training and access to current technology stack.

Responsibilities

• Assess needs, present options, and stay in the relationship after the first meeting.
• Admin tasks: take notes, schedule appointments, and maintain CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM upkeep, with interviews conducted via Zoom and work-from-home flexibility.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and willing to engage in a performance-based advancement path with full training and access to current technology stack.