Remote Family Services Consultant — Virtual Advisor & CRM Pro

Lever, Inc.; Myrtle Beach (SC); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

Full training

Remote work

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, educate on options, and sustain the relationship after the initial meeting. The role includes essential admin tasks like notes, appointments, and CRM hygiene, with a focus on delivering value remotely.

Successful candidates are driven, trainable, dependable, and comfortable on camera, with the ability to compete in a fast-paced environment. Comprehensive training and a remote work setup are provided.

Qualifications

• Must manage notes, appointments, and CRM hygiene.

Responsibilities

• Assess client needs and educate on options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Competitive

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, educate on options, and sustain the relationship after the initial meeting. The role includes essential admin tasks like notes, appointments, and CRM hygiene, with a focus on delivering value remotely.

Successful candidates are driven, trainable, dependable, and comfortable on camera, with the ability to compete in a fast-paced environment. Comprehensive training and a remote work setup are provided.