Virtual Client Advisor — Remote, Full Training

Lever, Inc.; Hoover (AL); Remote; USD 45,000 - 65,000; 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. seeks a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. You will guide prospects through choices and demonstrate value, all from a remote setup.

Admin duties include notes, scheduling, CRM hygiene, and data upkeep. Expect thorough training, a current tech stack, and a pipeline of qualified leads, with performance-based advancement based on results.

Responsibilities

• 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.

Job description

Lever, Inc. seeks a virtual consultant who can assess client needs, teach options, and stay in the relationship after the first meeting. You will guide prospects through choices and demonstrate value, all from a remote setup.

Admin duties include notes, scheduling, CRM hygiene, and data upkeep. Expect thorough training, a current tech stack, and a pipeline of qualified leads, with performance-based advancement based on results.