Remote Family Services Consultant

Lever, Inc.; Dover (DE); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and stays engaged after the first meeting. No cold calling, a qualified-interest pipeline, full training, and access to our current tech stack, all while working from home.

This role emphasizes drive, trainability, dependability, and comfort with video interviews on Zoom. You’ll also manage administrative tasks like notes, appointments, and CRM hygiene as part of the daily routine.

Responsibilities

• Assess needs, teach options, and stay engaged after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and stays engaged after the first meeting. No cold calling, a qualified-interest pipeline, full training, and access to our current tech stack, all while working from home.

This role emphasizes drive, trainability, dependability, and comfort with video interviews on Zoom. You’ll also manage administrative tasks like notes, appointments, and CRM hygiene as part of the daily routine.