Remote Financial Protection Consultant
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You will guide prospects and help clients make informed decisions.
The position includes admin tasks such as notes, appointments, and CRM hygiene. It offers work from home, access to the current tech stack, and comprehensive training. Interviews are conducted on Zoom.
Job description
Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You will guide prospects and help clients make informed decisions.
The position includes admin tasks such as notes, appointments, and CRM hygiene. It offers work from home, access to the current tech stack, and comprehensive training. Interviews are conducted on Zoom.
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