Remote Protection Planning Advisor

Lever, Inc.; New Castle (DE); 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 to assess client needs, present options, and nurture the relationship after the first meeting. The role includes light admin tasks, notes, appointments, and CRM hygiene to keep pipelines clean.

You will join a team with full training, a qualified-interest pipeline, and clear pathways for performance-based advancement, all while working from home with the current tech stack in place.

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

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes light admin tasks, notes, appointments, and CRM hygiene to keep pipelines clean.

You will join a team with full training, a qualified-interest pipeline, and clear pathways for performance-based advancement, all while working from home with the current tech stack in place.