Remote Family Services Consultant

Lever, Inc.; Miami (FL); 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. seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to work via Zoom. This is a remote position with full training and growth opportunities.

Qualifications

• Driven, trainable, and dependable mindset.
• Comfortable on camera and able to present via Zoom.
• Excellent relationship-building and listening skills.

Responsibilities

• Assess client needs and present suitable options.
• Nurture the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM hygiene up to date.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to work via Zoom. This is a remote position with full training and growth opportunities.