Virtual Benefits Advisor

Lever, Inc.; Vestavia Hills (AL); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and stay engaged with the relationship after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom.

Enjoy work-from-home flexibility, full training, and a performance-based advancement path, plus exposure to a current tech stack and a qualified-interest pipeline.

Qualifications

• Strong interpersonal and communication skills.
• Experience with CRM hygiene and note-taking.
• Comfortable presenting options and guiding decisions.

Responsibilities

• Assess client needs and present suitable options.
• Maintain relationship after first meeting.
• Manage admin tasks and CRM hygiene.

Skills

Driven

Trainable

Dependable

Video comfortable

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.