Remote Family Coverage Advisor — Virtual Consultant

Lever, Inc.; Salem (OR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and remains in the relationship after the first meeting. The role emphasizes CRM hygiene, appointment scheduling, and administrative duties as core responsibilities.

The position offers full training, a current tech stack, and a work-from-home setup, with a pipeline focused on qualified interests and opportunities for performance-based advancement.

Qualifications

• Admin tasks include notes, appointments and CRM hygiene.
• Interviews on Zoom as part of the process.

Responsibilities

• Admin is part of the job: notes, appointments, CRM hygiene.
• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and remains in the relationship after the first meeting. The role emphasizes CRM hygiene, appointment scheduling, and administrative duties as core responsibilities.

The position offers full training, a current tech stack, and a work-from-home setup, with a pipeline focused on qualified interests and opportunities for performance-based advancement.