Remote Financial Services Consultant

Lever, Inc.; Midwest City (OK); Remote; USD 45,000 - 65,000; 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 who assesses needs, teaches options, and stays in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene. No cold calling, a qualified-interest pipeline, performance-based advancement, full training, current tech stack, and work from home – interviews on Zoom.

Qualifications

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

Responsibilities

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

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera friendly

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.