Remote Client Services Advisor | Full Training & Growth

Lever, Inc.; Grand Rapids (MI); Remote; USD 40,000 - 65,000; 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 the relationship after the first meeting. The role emphasizes relationship-building, needs analysis, and clear communication, all conducted remotely.

Administrative duties are part of the seat: taking notes, scheduling appointments, and keeping CRM hygiene. This position offers work-from-home flexibility, access to a qualified pipeline, ongoing training, and a performance-based path forward, with

Responsibilities

• Assess client needs and teach options.
• Stay in the relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting. The role emphasizes relationship-building, needs analysis, and clear communication, all conducted remotely.

Administrative duties are part of the seat: taking notes, scheduling appointments, and keeping CRM hygiene. This position offers work-from-home flexibility, access to a qualified pipeline, ongoing training, and a performance-based path forward, with