Remote Policy Guidance Consultant

Lever, Inc.; South Jordan (UT); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. Administrative duties include notes, scheduling, and maintaining CRM hygiene. The role offers full training and a pathway through a qualified-interest pipeline, with remote work from Utah.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and open to performance-based advancement. Interviews on Zoom.

Qualifications

• CRM hygiene and administrative proficiency required.
• Ability to note and organize information accurately.
• Strong communication and relationship-building skills.

Responsibilities

• Assess client needs and present options to clients.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Administrative

Note-taking

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. Administrative duties include notes, scheduling, and maintaining CRM hygiene. The role offers full training and a pathway through a qualified-interest pipeline, with remote work from Utah.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and open to performance-based advancement. Interviews on Zoom.