Remote Family Benefits Planner

Lever, Inc.; Pawtucket (RI); Remote; USD 60,000 - 85,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is hiring a virtual consultant to assess client needs, propose suitable options, and nurture the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with full training provided.

This position supports a work-from-home setup. Interviews are conducted via Zoom, and the role suits a driven, trainable, dependable person who feels comfortable on camera and in front of clients.

Responsibilities

• Assess client needs and present appropriate options after the initial meeting.
• Maintain the client relationship and follow up after the first meeting.
• Handle admin tasks including notes, appointment scheduling, and 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.