Remote Financial Protection Consultant
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and remains in the relationship after the first meeting. You’ll manage notes, appointments, and CRM hygiene as part of Admin duties.
Work from home, no cold calling, with full training and an established pipeline. Interviews on Zoom from Tulsa, OK, with opportunity for growth within a performance-driven team.
Job description
Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and remains in the relationship after the first meeting. You’ll manage notes, appointments, and CRM hygiene as part of Admin duties.
Work from home, no cold calling, with full training and an established pipeline. Interviews on Zoom from Tulsa, OK, with opportunity for growth within a performance-driven team.
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