Remote Family Protection Advisor

Lever, Inc.; Lansing (MI); 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 who assesses needs, presents options, and maintains client relationships after the initial meeting. This role emphasizes ongoing engagement and clear communication via remote channels.

Admin duties include notes, appointments, and CRM hygiene. The position offers full training, a current tech stack, and work-from-home flexibility, with interviews conducted on Zoom.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, presents options, and maintains client relationships after the initial meeting. This role emphasizes ongoing engagement and clear communication via remote channels.

Admin duties include notes, appointments, and CRM hygiene. The position offers full training, a current tech stack, and work-from-home flexibility, with interviews conducted on Zoom.