Remote Family Protection Advisor

Lever, Inc.; Dothan (AL); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to work remotely from anywhere in the United States. You will assess client needs, present options, and stay engaged with clients after the first meeting. Administrative duties include notes, scheduling, and keeping CRM hygiene up to date.

This is a fully remote position with on-the-job training and a structured path for advancement. The role emphasizes a relationship-driven approach and strong communication through Zoom meetings.

Responsibilities

• Assess needs and teach options to clients.
• Maintain relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to work remotely from anywhere in the United States. You will assess client needs, present options, and stay engaged with clients after the first meeting. Administrative duties include notes, scheduling, and keeping CRM hygiene up to date.

This is a fully remote position with on-the-job training and a structured path for advancement. The role emphasizes a relationship-driven approach and strong communication through Zoom meetings.