Remote Financial Services Consultant - Virtual Advisor

Lever, Inc.; South Bend (IN); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Current tech stack

Interviews on Zoom

Job summary

Lever, Inc. seeks a virtual consultant who assesses needs, teaches options, and stays in the relationship after the first meeting. You’ll guide prospects through the buying journey with empathy and clarity.

Admin is part of the job: notes, appointments, CRM hygiene. The seat comes with work from home, a qualified-interest pipeline, full training, access to the current tech stack, and Zoom-based interviews.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant who assesses needs, teaches options, and stays in the relationship after the first meeting. You’ll guide prospects through the buying journey with empathy and clarity.

Admin is part of the job: notes, appointments, CRM hygiene. The seat comes with work from home, a qualified-interest pipeline, full training, access to the current tech stack, and Zoom-based interviews.