Remote Financial Protection Consultant

Lever, Inc.; Tucson (AZ); Remote; USD 42,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Work from home

Job summary

Lever, Inc. seeks a virtual consultant who assesses client needs, presents clear options, and maintains the relationship after the first meeting. The role blends consultative work with admin tasks such as notes, scheduling, and CRM hygiene to keep data accurate and up-to-date.

Perks include no cold calling, a qualified-interest pipeline, performance-based advancement, full training, and the flexibility to work from home. Interviews are conducted on Zoom.

Qualifications

• Ability to work from home and manage virtual relationships.
• Comfort with Zoom interviews.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, presents clear options, and maintains the relationship after the first meeting. The role blends consultative work with admin tasks such as notes, scheduling, and CRM hygiene to keep data accurate and up-to-date.

Perks include no cold calling, a qualified-interest pipeline, performance-based advancement, full training, and the flexibility to work from home. Interviews are conducted on Zoom.