Remote Family Benefits Consultant & Virtual Advisor

Lever, Inc.; Durham (NC); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

CRM hygiene support

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting.

The role includes admin duties such as taking notes, scheduling appointments, and keeping CRM data clean, all while working from home. We value drive, teachability, dependability, and willingness to compete in a fast-paced environment. Interviews are conducted on Zoom, with full training and clear advancement paths.

Qualifications

• Driven and trainable
• Dependable and comfortable competing
• Willing to interview via Zoom

Responsibilities

• Assess client needs, teach options, and nurture the relationship after the first meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting.

The role includes admin duties such as taking notes, scheduling appointments, and keeping CRM data clean, all while working from home. We value drive, teachability, dependability, and willingness to compete in a fast-paced environment. Interviews are conducted on Zoom, with full training and clear advancement paths.