Remote Financial Services Associate | Virtual Consultant

Lever, Inc.; Madison (MS); Remote; USD 40,000 - 56,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

Lever, Inc. is seeking a remote Virtual Consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role emphasizes relationship-building over a one-time sale and uses Zoom for interviews.

The position includes admin responsibilities like notes, scheduling, and CRM hygiene, with full training provided and ongoing support from the team. This is a work-from-home role leveraging the current tech stack.

Qualifications

• Virtual consultant role requires assessing needs and teaching options.
• CRM hygiene and accurate notes and appointment scheduling are part of the job.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Job description

Lever, Inc. is seeking a remote Virtual Consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role emphasizes relationship-building over a one-time sale and uses Zoom for interviews.

The position includes admin responsibilities like notes, scheduling, and CRM hygiene, with full training provided and ongoing support from the team. This is a work-from-home role leveraging the current tech stack.