Remote Client Relationship Advisor

Lever, Inc.; South Portland (ME); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin duties like taking notes, scheduling appointments, and keeping CRM hygiene.

Qualities like being driven, trainable, dependable, and comfortable on camera are valued. Interviews are conducted via Zoom, with training provided and a qualified-interest pipeline in place.

Qualifications

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable with a camera

Tools

CRM

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes admin duties like taking notes, scheduling appointments, and keeping CRM hygiene.

Qualities like being driven, trainable, dependable, and comfortable on camera are valued. Interviews are conducted via Zoom, with training provided and a qualified-interest pipeline in place.