Remote Family Benefits Advisor — Grow with Full Training

Lever, Inc.; Helena (MT); Remote; USD 60,000 - 90,000; 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 guide the relationship after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, with training provided.

Interviews are conducted on Zoom, and the role supports a remote work setup with no cold calling and a structured, performance-based path. Join a fast-moving, client-focused team where you will build relationships, manage schedules, and contribute to a streamlined

Qualifications

• Experience in virtual consulting and client relationship management.
• Comfortable on camera and conducting Zoom meetings.
• Willing to learn options and guide clients after initial meeting.

Responsibilities

• Assess client needs and present options.
• Teach and guide clients after the first meeting.
• Maintain CRM hygiene and administrative tasks.
• Attend Zoom interviews and coordinate with the team.

Skills

CRM management

Virtual communication

Relationship building

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and guide the relationship after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene, with training provided.

Interviews are conducted on Zoom, and the role supports a remote work setup with no cold calling and a structured, performance-based path. Join a fast-moving, client-focused team where you will build relationships, manage schedules, and contribute to a streamlined