Virtual Client Benefits Advisor — Work From Home, Training

Lever, Inc.; Grand Island (NE); Remote; USD 45,000 - 75,000; 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 engage prospects, assess needs, and guide options with a focus on relationship-building after the initial meeting. You’ll listen, diagnose, and tailor solutions to client goals.

Admin is part of the job: notes, appointments, CRM hygiene. You’ll work from home with training and a path for advancement based on performance, while using the current tech stack to stay efficient and organized.

Responsibilities

• Assess needs, diagnose, and tailor options while building relationships after the first meeting.
• Admin tasks include notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to engage prospects, assess needs, and guide options with a focus on relationship-building after the initial meeting. You’ll listen, diagnose, and tailor solutions to client goals.

Admin is part of the job: notes, appointments, CRM hygiene. You’ll work from home with training and a path for advancement based on performance, while using the current tech stack to stay efficient and organized.