Remote Family Protection Advisor

Lever, Inc.; Williston (ND); Remote; USD 45,000 - 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. seeks a virtual consultant to assess needs, present options, and maintain client relationships after initial meetings. The role includes administrative duties such as notes, scheduling, and CRM hygiene, all from a remote setting.

Strong candidates are driven, trainable, and dependable, comfortable on camera and able to compete. The position offers full training and a current tech stack to support remote work.

Qualifications

• Driven, results-oriented mindset.
• Willingness to learn and adapt.
• Reliable and consistent performer.

Responsibilities

• Assess needs, teach options, and maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive mindset

Job description

Lever, Inc. seeks a virtual consultant to assess needs, present options, and maintain client relationships after initial meetings. The role includes administrative duties such as notes, scheduling, and CRM hygiene, all from a remote setting.

Strong candidates are driven, trainable, and dependable, comfortable on camera and able to compete. The position offers full training and a current tech stack to support remote work.