Remote Family Benefits Representative

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

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.