Remote Family Protection Advisor

Lever, Inc.; Lafayette (LA); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with full training provided.

The position emphasizes working from home and leveraging the current tech stack to support a qualified-interest pipeline. Ideal candidates are driven, trainable, dependable, and comfortable on camera.

Qualifications

• Soft skills for virtual consultation: drive, trainability, dependability, comfortable on camera.

Responsibilities

• Conduct virtual consultations to assess client needs and present options.
• Keep CRM notes current and manage appointments.
• Develop ongoing client relationships after initial meeting.

Skills

Driven

Trainable

Dependable

Camera-friendly

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with full training provided.

The position emphasizes working from home and leveraging the current tech stack to support a qualified-interest pipeline. Ideal candidates are driven, trainable, dependable, and comfortable on camera.