Remote Protection Planning Advisor - Part-Time, Training Included

Lever, Inc.; Deming (NM); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role emphasizes remote work, ongoing engagement, and comprehensive admin duties such as notes, scheduling, and CRM hygiene.

The position includes full training and a path for progression based on performance, with no cold calling required. Zoom interviews are used to connect with candidates, and training covers the current tech stack and workflow.

Responsibilities

• Assess needs and present options to clients, guiding decisions after the first meeting.
• Maintain client relationships and follow up after meetings to ensure ongoing engagement.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role emphasizes remote work, ongoing engagement, and comprehensive admin duties such as notes, scheduling, and CRM hygiene.

The position includes full training and a path for progression based on performance, with no cold calling required. Zoom interviews are used to connect with candidates, and training covers the current tech stack and workflow.