Remote Family Services Advisor & Relationship Specialist
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant comfortable working from home to assess client needs, teach options, and nurture relationships after the first meeting. The role includes admin tasks like notes, appointment scheduling, and CRM hygiene.
Interviews are conducted on Zoom, with a focus on driven, trainable, dependable candidates. This remote position emphasizes leveraging the current tech stack and a qualified-interest pipeline to advance through performance-based opportunities.
Job description
Lever, Inc. is seeking a virtual consultant comfortable working from home to assess client needs, teach options, and nurture relationships after the first meeting. The role includes admin tasks like notes, appointment scheduling, and CRM hygiene.
Interviews are conducted on Zoom, with a focus on driven, trainable, dependable candidates. This remote position emphasizes leveraging the current tech stack and a qualified-interest pipeline to advance through performance-based opportunities.
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