Remote Client Solutions Advisor - No Cold Calling

Lever, Inc.; Lee's Summit (MO); Remote; USD 50,000 - 70,000; 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. seeks a virtual consultant to assess needs, present options, and nurture client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and an opportunity to advance based on performance.

The position offers work-from-home flexibility, a current tech stack, and a structured onboarding process. Zoom interviews are used for selection and ongoing client engagement remains central to success.

Qualifications

• Driven and trainable with a strong work ethic.
• Dependable and competitive, comfortable working in a remote setting.
• Comfortable on camera during virtual interactions.

Responsibilities

• Assess needs, present options, and maintain relationship after first meeting.
• Handle admin tasks: take notes, schedule appointments, keep CRM hygiene.

Skills

CRM software

Scheduling / calendar management

Video meetings

Tools

CRM software

Zoom

Calendar management

Job description

Lever, Inc. seeks a virtual consultant to assess needs, present options, and nurture client relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with training provided and an opportunity to advance based on performance.

The position offers work-from-home flexibility, a current tech stack, and a structured onboarding process. Zoom interviews are used for selection and ongoing client engagement remains central to success.