Remote Financial Services Consultant

Lever, Inc.; Peoria (AZ); Remote; USD 55,000 - 85,000; 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 based in the United States to assess client needs, teach options, and maintain relationships after the initial meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene while collaborating in a fully remote environment. The role emphasizes building trust, effective communication, and a results-driven mindset, with interviews conducted over Zoom.

Responsibilities

• Assess needs, present options, and nurture the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

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.