Remote Member Advocate & Relationship Consultant

Lever, Inc.; Stillwater (OK); Remote; USD 40,000 - 55,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, present suitable options, and maintain ongoing relationships after the first meeting.

The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene, with training provided to succeed in a fully remote environment. Ideal candidates are driven, trainable, and comfortable engaging via Zoom, with the ability to work effectively from home and manage a dynamic pipeline.

Responsibilities

• Assess client needs and tailor options to fit their situation.
• Maintain relationships after the initial meeting and ensure CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present suitable options, and maintain ongoing relationships after the first meeting.

The role includes administrative tasks such as note-taking, scheduling, and CRM hygiene, with training provided to succeed in a fully remote environment. Ideal candidates are driven, trainable, and comfortable engaging via Zoom, with the ability to work effectively from home and manage a dynamic pipeline.