Remote Family Protection Consultant

Lever, Inc.; Hamilton (OH); Remote; USD 50,000 - 80,000; 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 will assess client needs, teach options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, all while working from home.

Qualified candidates are self-driven, trainable, and dependable, with comfort on camera. Interviews are conducted via Zoom, and there is a performance-based advancement path and full training.

Qualifications

• Experience organizing notes, appointments, and CRM data.
• Strong communication and relationship-building skills.
• Comfortable working remotely with minimal supervision.

Responsibilities

• Assess client needs and present options.
• Nurture client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM management

Virtual consulting

Remote work

Note-taking

Tools

CRM software

Video conferencing

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, all while working from home.

Qualified candidates are self-driven, trainable, and dependable, with comfort on camera. Interviews are conducted via Zoom, and there is a performance-based advancement path and full training.