Remote Family Protection Advisor & Virtual Consultant

Lever, Inc.; Johnston (RI); Remote; USD 60,000 - 120,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes admin duties like notes, scheduling, and CRM hygiene, with training provided. No cold calling is required, and a modern tech stack supports remote work from home.

You will operate within a qualified-interest pipeline and have opportunities for performance-based advancement as you grow with the team.

Qualifications

• Assess client needs and present options in virtual meetings.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present options in virtual meetings.
• Maintain ongoing relationship after first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Ensure CRM data hygiene and accurate records.

Skills

CRM management

Relationship building

Virtual meeting facilitation

Admin tasks

Tools

Zoom

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes admin duties like notes, scheduling, and CRM hygiene, with training provided. No cold calling is required, and a modern tech stack supports remote work from home.

You will operate within a qualified-interest pipeline and have opportunities for performance-based advancement as you grow with the team.