Remote Family Services Consultant | Virtual Care & Guidance

Lever, Inc.; Olive Branch (MS); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Performance-based advancement

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with interviews conducted via Zoom.

Enjoy full training, access to the current tech stack, and the comfort of working from home in a telecommute setup. Success hinges on being driven, trainable, and dependable with a camera-ready presence.

Qualifications

• Must assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and maintaining CRM hygiene.

Responsibilities

• Assess client needs and present suitable options.
• Maintain the client relationship through follow-ups after initial meeting.

Skills

Relationship management

CRM proficiency

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with interviews conducted via Zoom.

Enjoy full training, access to the current tech stack, and the comfort of working from home in a telecommute setup. Success hinges on being driven, trainable, and dependable with a camera-ready presence.