Virtual Benefits Consultant - Work From Home

Lever, Inc.; Huntington (WV); Remote; USD 55,000 - 85,000; 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 who assesses client needs, presents viable options, and maintains engagement after the initial meeting. The role includes essential admin work such as taking notes, scheduling appointments, and keeping CRM data clean.

You will participate in interviews via Zoom and enjoy a remote, work-from-home setup. This position emphasizes relationship-building, clear communication, and ongoing coordination with clients to ensure satisfaction and progress toward

Responsibilities

• Assess client needs and present options to move engagement forward.
• Maintain relationship after the first meeting to facilitate next steps.
• Handle administrative tasks: notes, scheduling, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents viable options, and maintains engagement after the initial meeting. The role includes essential admin work such as taking notes, scheduling appointments, and keeping CRM data clean.

You will participate in interviews via Zoom and enjoy a remote, work-from-home setup. This position emphasizes relationship-building, clear communication, and ongoing coordination with clients to ensure satisfaction and progress toward