Remote Family Protection Consultant

Lever, Inc.; Stamford (CT); Remote; USD 70,000 - 90,000; 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 can assess client needs, present tailored options, and stay engaged after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with all work conducted from home.

You will participate in Zoom interviews as part of the client engagement process and manage the ongoing relationship remotely. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a home-based

Responsibilities

• Assess client needs and tailor options during virtual engagements.
• Nurture the relationship after the first meeting to support ongoing conversations.
• Handle admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present tailored options, and stay engaged after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, with all work conducted from home.

You will participate in Zoom interviews as part of the client engagement process and manage the ongoing relationship remotely. Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a home-based