Remote Protection Planning Consultant

Lever, Inc.; Yankton (SD); Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Qualified-interest pipeline

Advancement opportunities

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. The role emphasizes strong communication and CRM discipline while enabling remote work.

The position also covers admin tasks such as notes, scheduling, and CRM hygiene, with a focus on staying connected post-initial meeting. Interviews are conducted on Zoom, and the role offers training and growth opportunities.

Qualifications

• Assess needs and explain options to clients.
• Maintain CRM hygiene and admin duties.
• Comfortable on Zoom interviews.

Responsibilities

• Assess client needs and present options to clients.
• Maintain ongoing relationship after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. The role emphasizes strong communication and CRM discipline while enabling remote work.

The position also covers admin tasks such as notes, scheduling, and CRM hygiene, with a focus on staying connected post-initial meeting. Interviews are conducted on Zoom, and the role offers training and growth opportunities.