Remote Family Advocate & Consultant

Lever, Inc.; Meridian (ID); Remote; USD 65,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes virtual collaboration and CRM hygiene. You will handle admin tasks, notes, scheduling, and CRM data upkeep while working from home and coordinating with clients via Zoom.

This position rewards self-motivation, clear communication, and reliability, with full training provided and potential for advancement based on performance.

Responsibilities

• Assess client needs and present options to clients.
• Maintain relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes virtual collaboration and CRM hygiene. You will handle admin tasks, notes, scheduling, and CRM data upkeep while working from home and coordinating with clients via Zoom.

This position rewards self-motivation, clear communication, and reliability, with full training provided and potential for advancement based on performance.