Remote Protection Planning Advisor

Lever, Inc.; Hartford (CT); Remote; USD 50,000 - 80,000; 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 guide the relationship through the first meeting.

You will handle admin tasks, notes, appointments, and CRM hygiene while working from home and keeping up with the current tech stack. Interviews are conducted on Zoom.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.