Remote Client Enrollment Advisor

Lever, Inc.; Frisco (TX); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

No cold calling

Qualified-interest pipeline

Current tech stack

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. You’ll guide prospects through the decision process and help keep deals moving forward.

Administrative duties are part of the role: taking notes, scheduling appointments, and maintaining CRM hygiene to ensure clean data. This position offers work from home, comprehensive training, and a clear path for performance-based advancement.

Responsibilities

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

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.