Virtual Benefits Advisor – WFH, Full Training, Growth

Lever, Inc.; Lawrence (KS); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home in a dynamic, outcome-driven environment.

Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are conducted via Zoom, with a performance-based advancement path and full training provided.

Qualifications

• Experience or aptitude for client-facing virtual consulting.
• Ability to learn options and present them clearly.
• Strong administrative discipline for notes, scheduling and CRM hygiene.

Responsibilities

• Assess client needs remotely and present options.
• Build relationships and stay engaged after first meeting.
• Maintain CRM hygiene and schedule follow-ups.

Skills

Driven

Trainable

Dependable

On-camera ready

Competitive

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while working from home in a dynamic, outcome-driven environment.

Ideal candidates are driven, trainable, dependable, and comfortable on camera; interviews are conducted via Zoom, with a performance-based advancement path and full training provided.