Remote Family Benefits Planner

Lever, Inc.; Fort Collins (CO); Remote; USD 55,000 - 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 who assesses client needs, presents options, and maintains the relationship after the initial meeting. This role emphasizes proactive engagement and strategic guidance to drive successful outcomes.

Admin tasks include meticulous notes, scheduling, and CRM hygiene, ensuring clean, actionable data. The position offers training and access to Lever's current tech stack; Zoom interviews are used for screening.

Responsibilities

• 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.

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.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.