Remote Protection Planning Advisor – Training & Growth

Lever, Inc.; Mount Pleasant (SC); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, explain options, and guide the relationship through the first meeting. You will work remotely from Mount Pleasant, SC, engaging prospects via Zoom and keeping CRM records current.

Responsibilities include admin tasks like notes, scheduling, CRM hygiene, and maintaining ongoing client relationships. The role emphasizes trainable, driven individuals who thrive on performance-based advancement and having the current tech

Qualifications

• Experience in consultative selling or advisory roles.
• Comfortable conducting meetings via Zoom.
• Ability to manage CRM hygiene and admin tasks.

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 who will assess client needs, explain options, and guide the relationship through the first meeting. You will work remotely from Mount Pleasant, SC, engaging prospects via Zoom and keeping CRM records current.

Responsibilities include admin tasks like notes, scheduling, CRM hygiene, and maintaining ongoing client relationships. The role emphasizes trainable, driven individuals who thrive on performance-based advancement and having the current tech