Remote Family Services Consultant

Lever, Inc.; Nashua (NH); Remote; USD 55,000 - 75,000; 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 notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom. This position offers a work-from-home arrangement and ongoing training.

No cold calling is required, and candidates will be guided through a qualified-interest pipeline with performance-based advancement as part of the growth path.

Qualifications

• Personable virtual consultant with ability to assess needs and present options.
• Ability to maintain client relationships after initial meeting.
• Strong CRM hygiene and note-taking skills.

Responsibilities

• Assess needs and teach options to clients.
• Stay in relationship after the first meeting.
• Handle admin like notes, appointments, and CRM hygiene.
• Interviews conducted on Zoom.

Skills

Driven

Trainable

Dependable

Comfortable on camera

Competitive

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 notes, appointment scheduling, and CRM hygiene, with interviews conducted on Zoom. This position offers a work-from-home arrangement and ongoing training.

No cold calling is required, and candidates will be guided through a qualified-interest pipeline with performance-based advancement as part of the growth path.