Remote Family Benefits Consultant – Full Training & Growth

Lever, Inc.; Fremont (NE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is hiring a remote virtual consultant to assess client needs, teach options, and maintain relationships after initial meetings. The role includes administrative duties such as notes, appointments, and CRM hygiene, with Zoom interviews and full training provided.

No cold calling is required, and you will work within a qualified-interest pipeline with opportunities for advancement. Candidates should be driven, trainable, and dependable, comfortable on camera, and able to thrive in a

Qualifications

• Experience maintaining CRM hygiene and documenting client interactions.
• Ability to manage relationships and follow up after initial meetings.
• Comfortable working remotely and presenting options to clients.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM updates.

Skills

CRM hygiene

Relationship management

Remote work

Attention to detail

Tools

CRM software

Job description

Lever, Inc. is hiring a remote virtual consultant to assess client needs, teach options, and maintain relationships after initial meetings. The role includes administrative duties such as notes, appointments, and CRM hygiene, with Zoom interviews and full training provided.

No cold calling is required, and you will work within a qualified-interest pipeline with opportunities for advancement. Candidates should be driven, trainable, and dependable, comfortable on camera, and able to thrive in a