Virtual Client Advisor | Remote + Growth + Training

Lever, Inc.; Goose Creek (SC); Remote; USD 52,000 - 82,000; 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 to assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks, notes, appointments, and CRM hygiene, with training provided. Interviews are conducted on Zoom, and you can work from home.

The role emphasizes client-facing skills, reliability, and the ability to operate within a remote, training-supported environment.

Qualifications

• Must be driven, trainable and dependable.
• Comfortable presenting options and engaging with clients.
• Ability to manage administrative tasks and CRM hygiene.

Responsibilities

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

Skills

Driven

Trainable

Dependable

Camera-friendly

Customer-facing

Job description

Lever, Inc. seeks a Virtual consultant to assess client needs, present options, and nurture the relationship after the initial meeting. You will handle admin tasks, notes, appointments, and CRM hygiene, with training provided. Interviews are conducted on Zoom, and you can work from home.

The role emphasizes client-facing skills, reliability, and the ability to operate within a remote, training-supported environment.