Remote Family Benefits Consultant

Lever, Inc.; Columbus (NE); 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, present options, and maintain the relationship after the first meeting. The role includes administrative duties: notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Work from home is supported, and the position emphasizes a qualified-interest pipeline, ongoing training, and performance-based advancement. No cold calling is required, and familiarity with a current tech stack is expected.

Responsibilities

• Assess client needs and present options to advance the relationship after the initial meeting.
• Handle admin tasks as part of the role: notes, scheduling, and 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 includes administrative duties: notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Work from home is supported, and the position emphasizes a qualified-interest pipeline, ongoing training, and performance-based advancement. No cold calling is required, and familiarity with a current tech stack is expected.