Remote Financial Services Consultant

Lever, Inc.; Lewiston (ME); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You’ll provide guidance and follow-up to ensure success.

Administrative duties are part of the role: note-taking, scheduling, and CRM hygiene. The position offers work-from-home with a modern tech stack and Zoom-based interviews.

Qualifications

• Clear communication skills and ability to manage client interactions remotely.
• Ability to maintain accurate CRM data and notes.

Responsibilities

• Assess client needs and present options to address them.
• Maintain relationship with clients after the first meeting; follow up to ensure success.

Skills

CRM hygiene

Remote communication

Tools

CRM

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.