Remote Family Protection Advisor

Lever, Inc.; Homer (AK); Remote; USD 60,000 - 85,000; 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 to assess client needs, explain options, and maintain the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, supported by full training and an evolving technology stack.

This position offers remote work from home and a clear path for progression through performance-based advancement. The ideal candidate is driven, trainable, dependable, comfortable on camera, and ready to

Responsibilities

• Assess needs and tailor options for each client.
• Nurture relationships after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, explain options, and maintain the relationship after the initial meeting. The role includes administrative duties such as note-taking, scheduling, and CRM hygiene, supported by full training and an evolving technology stack.

This position offers remote work from home and a clear path for progression through performance-based advancement. The ideal candidate is driven, trainable, dependable, comfortable on camera, and ready to