Remote Family Protection Advisor

Lever, Inc.; Evanston (IL); Remote; USD 55,000 - 75,000; 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 seeking a virtual consultant who can assess client needs, teach options, and remain engaged with the client after the initial meeting. You will handle administrative duties such as notes, appointments, and CRM hygiene, while staying connected through online collaboration tools.

The role offers training, access to the current tech stack, and the ability to work from home. Performance-based advancement is available as you build the pipeline and demonstrate impact.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and remain engaged with the client after the initial meeting. You will handle administrative duties such as notes, appointments, and CRM hygiene, while staying connected through online collaboration tools.

The role offers training, access to the current tech stack, and the ability to work from home. Performance-based advancement is available as you build the pipeline and demonstrate impact.