Remote Member Benefits Consultant | Virtual Advisor

Lever, Inc.; San Antonio (TX); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Qualified-interest pipeline

Performance-based advancement

Current tech stack

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting.

You'll handle admin tasks like notes, scheduling, and CRM hygiene, with no cold calling and a built-in qualified-interest pipeline. This role offers full training, current tech stack, and work-from-home flexibility.

Interviews on Zoom; performance-based advancement in a fast-paced, results-driven environment.

Qualifications

• Strong communication and listening skills.
• Ability to work independently in a virtual setting.
• Comfort with Zoom interviews.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the initial meeting.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship building

CRM hygiene

Time management

Remote work

Tools

CRM system

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting.

You'll handle admin tasks like notes, scheduling, and CRM hygiene, with no cold calling and a built-in qualified-interest pipeline. This role offers full training, current tech stack, and work-from-home flexibility.

Interviews on Zoom; performance-based advancement in a fast-paced, results-driven environment.