Remote Family Coverage Specialist

Lever, Inc.; Lehi (UT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and stays engaged after the first meeting.

Admin duties include notes, scheduling, and CRM hygiene. The role offers work from home, a full training program, and a path for advancement via performance-based growth.

Qualifications

• Role requires ability to assess needs and teach options.
• Ability to maintain relationships after initial meeting.
• Strong admin skills for notes, appointments, and CRM hygiene.

Responsibilities

• Provide virtual consultations and follow-up with clients.
• Manage admin tasks including notes, appointments, and CRM hygiene.
• Maintain ongoing client relationships after the first meeting.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

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.