Remote Family Benefits Representative

Lever, Inc.; Fremont (NE); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is hiring a remote virtual consultant to assess client needs, teach options, and maintain relationships after initial meetings. The role includes administrative duties such as notes, appointments, and CRM hygiene, with Zoom interviews and full training provided.

No cold calling is required, and you will work within a qualified-interest pipeline with opportunities for advancement. Candidates should be driven, trainable, and dependable, comfortable on camera, and able to thrive in a

Qualifications

• Experience maintaining CRM hygiene and documenting client interactions.
• Ability to manage relationships and follow up after initial meetings.
• Comfortable working remotely and presenting options to clients.

Responsibilities

• Assess client needs and present suitable options.
• Maintain ongoing relationship after the first meeting.
• Handle administrative tasks: notes, appointments, CRM updates.

Skills

CRM hygiene

Relationship management

Remote work

Attention to detail

Tools

CRM software

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.