Remote Family Benefits Planner
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and nurtures the relationship after the initial meeting.
You’ll handle admin tasks like notes, appointments, and CRM hygiene, while staying aligned with the current tech stack. This is a remote, work-from-home role with full training and opportunities for advancement.
Job description
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
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