Remote Member Advocate | Virtual Consultant, Full Training

Lever, Inc.; Lewiston (ME); 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 to assess client needs, explain options, and guide decisions after the initial meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene while staying in the relationship. This fully remote role emphasizes clear communication, reliability, and comfort with video interviews on Zoom. No cold calling is required, and you will receive comprehensive training and a defined advancement path.

Qualifications

• Experience in a client-facing role.
• Comfortable on camera.
• Ability to manage notes and follow-up tasks.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

CRM proficiency

Virtual consultations

Client communication

Relationship building

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, explain options, and guide decisions after the initial meeting.

You will handle admin tasks such as notes, appointments, and CRM hygiene while staying in the relationship. This fully remote role emphasizes clear communication, reliability, and comfort with video interviews on Zoom. No cold calling is required, and you will receive comprehensive training and a defined advancement path.