Remote Policy Guidance Consultant

Lever, Inc.; Reno (NV); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Current tech stack

Performance-based advancement

Job summary

Lever, Inc. seeks a Virtual Consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene, and you will participate in Zoom interviews. This is a fully remote role with ongoing training.

The position emphasizes relationship-building, structured prospect engagement, and the ability to work effectively from home while maintaining professional standards.

Responsibilities

• Assess client needs and tailor options for them.
• Stay in the relationship after the first meeting.
• Maintain notes, appointments, and CRM hygiene as part of daily admin.

Skills

Consultative selling

Remote communication

Relationship management

Tools

CRM software

Job description

Lever, Inc. seeks a Virtual Consultant to assess client needs, teach options, and stay in the relationship after the first meeting. You’ll handle admin tasks like notes, appointments, and CRM hygiene, and you will participate in Zoom interviews. This is a fully remote role with ongoing training.

The position emphasizes relationship-building, structured prospect engagement, and the ability to work effectively from home while maintaining professional standards.