Remote Financial Services Consultant | Full Training

Lever, Inc.; Miami (FL); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. seeks a virtual consultant who assesses client needs, teaches options, and stays engaged after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, all performed remotely.

The position emphasizes relationship-building with a focus on the ongoing client journey and is supported by full training and a scalable, current tech stack. Interviews occur via Zoom.

Qualifications

• Experience using CRM systems to manage notes and appointments.
• Ability to teach options and build ongoing client relationships.
• Comfortable presenting via Zoom and working remotely.
• Strong self-discipline for virtual work.

Responsibilities

• Assess client needs and present suitable options.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Active listening

Remote communication

Note-taking

Tools

CRM software

Job description

Lever, Inc. seeks a virtual consultant who assesses client needs, teaches options, and stays engaged after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, all performed remotely.

The position emphasizes relationship-building with a focus on the ongoing client journey and is supported by full training and a scalable, current tech stack. Interviews occur via Zoom.