Remote Member Services Consultant — Virtual Advisor

Lever, Inc.; Saint Petersburg (FL); Remote; USD 60,000 - 90,000; 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 who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role includes admin duties like notes, meeting notes, and CRM hygiene, with full training and a current tech stack.

No cold calling is required, and advancement is performance-based while the role is performed from home. Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-friendly, able to participate in a

Qualifications

• Strong relationship-building and consultative selling mindset.
• Comfortable working from home with reliable internet.
• Able to engage via video and be camera-ready.

Responsibilities

• Assess client needs and present suitable options.
• Teach options and guide clients toward decisions.
• Maintain relationship after the first meeting and follow up.

Skills

Relationship-building

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role includes admin duties like notes, meeting notes, and CRM hygiene, with full training and a current tech stack.

No cold calling is required, and advancement is performance-based while the role is performed from home. Ideal candidates are driven, trainable, dependable, comfortable competing, and camera-friendly, able to participate in a