Remote Family Needs Assessment Advisor — Growth & Training

Lever, Inc.; South Portland (ME); Remote; USD 60,000 - 90,000; 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 hiring for a virtual consultant role that involves assessing client needs, presenting options, and maintaining the relationship after the initial meeting. The position includes administrative duties such as notes, scheduling, and CRM hygiene.

The role emphasizes training, access to the current tech stack, and a work-from-home setup with opportunities for growth based on performance. Interviews are conducted via Zoom and driven by results.

Qualifications

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

Responsibilities

• Virtual consultant role responsibilities include assessing needs, teaching options, and maintaining client relationships after the first meeting.

Job description

Lever, Inc. is hiring for a virtual consultant role that involves assessing client needs, presenting options, and maintaining the relationship after the initial meeting. The position includes administrative duties such as notes, scheduling, and CRM hygiene.

The role emphasizes training, access to the current tech stack, and a work-from-home setup with opportunities for growth based on performance. Interviews are conducted via Zoom and driven by results.