Remote Family Benefits Consultant | Virtual Advisor

Lever, Inc.; Irving (TX); Remote; USD 55,000 - 85,000; 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 who can assess customer needs, teach options, and maintain relationships after the first meeting. The role emphasizes solid communication, administrative discipline, and reliable follow-through.

You’ll handle notes, appointments, and CRM hygiene, with no cold calling and access to a qualified-interest pipeline. The position is remote, with training and opportunities for advancement, and interviews are conducted on Zoom.

Qualifications

• Ability to assess client needs and present options clearly.
• Strong administrative skills including notes, appointments, and CRM hygiene.
• Comfortable working in a remote, Zoom-based setup.

Responsibilities

• Assess clients' needs and guide them through options.
• Maintain relationships after first meetings.
• Manage admin tasks and CRM hygiene as part of daily duties.

Skills

CRM hygiene

Remote collaboration

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who can assess customer needs, teach options, and maintain relationships after the first meeting. The role emphasizes solid communication, administrative discipline, and reliable follow-through.

You’ll handle notes, appointments, and CRM hygiene, with no cold calling and access to a qualified-interest pipeline. The position is remote, with training and opportunities for advancement, and interviews are conducted on Zoom.