Remote Family Services Consultant

Lever, Inc.; Vermillion (SD); Remote; USD 45,000 - 65,000; 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 can assess needs, present options, and maintain the relationship after the first meeting. The role emphasizes clear communication, note taking, and CRM hygiene while working remotely.

You will participate in a full training program, leverage our current tech stack, and be part of a performance-driven environment with opportunities for advancement and growth while working from home.

Responsibilities

• Assess needs, teach options, and stay in relationship after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Skills

CRM management

Virtual consulting

Communication

Tools

CRM software

Video conferencing

Job description

Lever, Inc. is seeking a virtual consultant who can assess needs, present options, and maintain the relationship after the first meeting. The role emphasizes clear communication, note taking, and CRM hygiene while working remotely.

You will participate in a full training program, leverage our current tech stack, and be part of a performance-driven environment with opportunities for advancement and growth while working from home.