Remote Family Services Advisor – Virtual Consultant

Lever, Inc.; Charlotte (NC); Remote; USD 60,000 - 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 assesses client needs, educates options, and maintains the relationship after the initial meeting. The role emphasizes a strong emphasis on follow‑up and relationship management.

In addition to client work, you’ll manage administrative tasks such as notes, appointments, and CRM hygiene, ensuring clean data and streamlined processes while operating from home with the current tech stack.

Responsibilities

• Assess client needs and educate options after initial contact.
• Maintain and nurture client relationships after the first meeting.
• Handle administrative tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, educates options, and maintains the relationship after the initial meeting. The role emphasizes a strong emphasis on follow‑up and relationship management.

In addition to client work, you’ll manage administrative tasks such as notes, appointments, and CRM hygiene, ensuring clean data and streamlined processes while operating from home with the current tech stack.