Remote Family Services Advisor — Virtual Consultant
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. Admin duties like notes, appointments, and CRM hygiene are part of the role, with no cold calling.
Interviews are conducted on Zoom. The seat includes full training, a qualified-interest pipeline, and work-from-home flexibility, using our current tech stack. This fast-paced environment rewards driven, trainable, and dependable teammates who communicate clearly
Job description
Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. Admin duties like notes, appointments, and CRM hygiene are part of the role, with no cold calling.
Interviews are conducted on Zoom. The seat includes full training, a qualified-interest pipeline, and work-from-home flexibility, using our current tech stack. This fast-paced environment rewards driven, trainable, and dependable teammates who communicate clearly
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