Remote Client Benefits Consultant

Lever, Inc.; Warner Robins (GA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role emphasizes relationship-building and high-touch guidance.

Admin duties include notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, with no cold calling and a focus on qualified-interest pipelines and full training.

Qualifications

• Experience providing virtual consulting and guiding clients through options.
• Strong administrative skills including notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and maintain relationships after the first meeting.

Skills

CRM hygiene

Note taking

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role emphasizes relationship-building and high-touch guidance.

Admin duties include notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, with no cold calling and a focus on qualified-interest pipelines and full training.