Virtual Consultation Representative - Work From Home

Lever, Inc.; Georgetown (KY); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Home office

Web presentations

Mentorship

Flexible schedule

Portfolio continuity

Job summary

Lever, Inc. in the United States is seeking a client-facing professional for a fully remote role in financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal includes home office setup, web presentations, work that matters to families, training from involved leaders, and a schedule you can build around real life, plus a portfolio you keep serving rather than one-off calls.

Qualifications

• Clear, human communication is required.
• Discipline without direct supervision is expected.
• Openness to a proven sales/consultative process is required.
• Interest in benefits conversations, not just sales energy, is needed.

Responsibilities

• Enroll and support clients who asked for guidance.
• Work with a growing team and leverage provided tools and mentorship.

Skills

Clear communication

Self-discipline

Process oriented

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"