Virtual Benefits Advisor

Lever, Inc.; Horace (ND); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. You will manage admin tasks, notes, scheduling, and CRM hygiene, with comprehensive training provided.

This remote role supports a qualified-interest pipeline and relies on Zoom for interviews and collaboration from home. The position emphasizes no cold calling and ongoing relationship management within a flexible, home-based environment, with ongoing

Qualifications

• Experience with virtual consultations and CRM systems.
• Ability to manage notes, appointments and follow-ups.
• Strong written and verbal communication for remote interactions.

Responsibilities

• Assess client needs and present suitable options.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Note taking

Appointment scheduling

Relationship building

Remote collaboration

Tools

CRM software

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.