Remote Family Protection Advisor — Full Training

Lever, Inc.; Leavenworth (KS); 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. seeks a Virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. You will handle administrative duties including notes, scheduling, and CRM hygiene, all while working remotely.

Ideal candidates are driven, trainable, and comfortable on camera, with interviews conducted via Zoom. This role emphasizes relationship-building and efficient virtual collaboration from home.

Qualifications

• Assess client needs and present suitable options.
• Manage administrative tasks and CRM hygiene.

Responsibilities

• Assess needs, teach options, and guide the client through next steps.
• Maintain relationship after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a Virtual consultant to assess client needs, present options, and stay engaged after the initial meeting. You will handle administrative duties including notes, scheduling, and CRM hygiene, all while working remotely.

Ideal candidates are driven, trainable, and comfortable on camera, with interviews conducted via Zoom. This role emphasizes relationship-building and efficient virtual collaboration from home.