Remote Protection Planning Advisor | Virtual Consultant

Lever, Inc.; Saint Cloud (MN); Remote; USD 50,000 - 72,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Full training

Work from home

Current tech stack

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with the benefit of work-from-home flexibility and ongoing training.

Ideal candidates are driven, trainable, dependable, and comfortable with video presence. This position emphasizes relationship-building and leveraging a current tech stack to support remote interactions.

Qualifications

• Assess client needs and present options clearly.
• Maintain CRM hygiene and scheduling.
• Build and nurture ongoing client relationships.

Responsibilities

• Provide virtual consulting services and guide clients.
• Track engagements and follow up after meetings.
• Collaborate with team to improve processes.

Skills

Driven

Trainable

Dependable

Competitive

Video presence

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the first meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with the benefit of work-from-home flexibility and ongoing training.

Ideal candidates are driven, trainable, dependable, and comfortable with video presence. This position emphasizes relationship-building and leveraging a current tech stack to support remote interactions.