Remote Family Benefits Advisor | Full Training & Growth

Lever, Inc.; Alexandria (LA); Remote; USD 50,000 - 80,000; 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, educate on options, and maintain the relationship after the first meeting. The role includes lightweight admin duties, CRM hygiene, and scheduling. Expect interviews on Zoom and ongoing remote collaboration.

Ideal candidates are driven, trainable, and dependable, comfortable in a camera-enabled environment, with the ability to work without cold calls and thrive in a supported training program.

Qualifications

• Admin tasks: notes, appointments, CRM hygiene.
• No cold calling.
• Interviews on Zoom.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Video comfort

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, educate on options, and maintain the relationship after the first meeting. The role includes lightweight admin duties, CRM hygiene, and scheduling. Expect interviews on Zoom and ongoing remote collaboration.

Ideal candidates are driven, trainable, and dependable, comfortable in a camera-enabled environment, with the ability to work without cold calls and thrive in a supported training program.