Remote Family Needs Assessment Advisor

Lever, Inc.; Surprise (AZ); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with no cold calling and a qualified-interest pipeline.

Full training is provided, and interviews are conducted via Zoom. Work from home is available, and advancement is performance-based. The ideal candidate is driven, trainable, dependable, and comfortable on camera, with a

Qualifications

• Admin tasks including notes, appointments, CRM hygiene.
• Ability to work in a remote setting with minimal supervision.

Responsibilities

• Assess client needs and present options to them.
• Maintain relationship after the initial meeting and follow up.

Skills

CRM hygiene

Administrative support

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain the relationship after the first meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with no cold calling and a qualified-interest pipeline.

Full training is provided, and interviews are conducted via Zoom. Work from home is available, and advancement is performance-based. The ideal candidate is driven, trainable, dependable, and comfortable on camera, with a