Remote Client Consultant | No Cold Calling + Full Training

Lever, Inc.; Hyattsville (MD); Remote; USD 50,000 - 80,000; 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 relationships after the first meeting. The role includes administrative duties like note-taking, scheduling, and keeping CRM hygiene up to date.

This position is conducted remotely with Zoom interviews and does not require cold calling. A team-friendly environment offers ongoing training and a standard work-from-home setup.

Qualifications

• Strong self-motivation and accountability.
• Ability to manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and present tailored options.
• Maintain client relationships after the initial meeting.
• Handle administrative tasks such as notes, scheduling, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties like note-taking, scheduling, and keeping CRM hygiene up to date.

This position is conducted remotely with Zoom interviews and does not require cold calling. A team-friendly environment offers ongoing training and a standard work-from-home setup.