Remote Policy Enrollment Specialist — Virtual Advisor

Lever, Inc.; Bend (OR); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture ongoing relationships after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, all while operating from a home-based setup.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with interviews conducted on Zoom. Training is provided and progress is based on performance.

Qualifications

• Ability to build relationships after the initial meeting.
• Strong communication to assess needs and teach options.

Responsibilities

• Assess client needs, present options, and maintain the relationship after the first meeting.
• Handle admin tasks including notes, calendar appointments, and CRM hygiene.
• Collaborate with the team using the current tech stack and remote tools.

Skills

Relationship-building

Communication

Remote-work readiness

On-camera comfort

Tools

CRM software

Zoom

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture ongoing relationships after the first meeting. The role includes essential admin duties like notes, appointments, and CRM hygiene, all while operating from a home-based setup.

Ideal candidates are driven, trainable, dependable, and comfortable on camera, with interviews conducted on Zoom. Training is provided and progress is based on performance.