Virtual Enrollment Specialist

Lever, Inc.; Decatur (AL); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Remote work

No cold calling

Qualified-interest pipeline

Performance-based advancement

CRM hygiene

Job summary

Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and maintain relationships after the first meeting. The role includes admin tasks like notes, appointments, and CRM hygiene, all performed from a home office.

Key benefits include no cold calling, a qualified-interest pipeline, and full training; interviews are conducted on Zoom.

Qualifications

• Ability to assess client needs and present options in a virtual setting.
• Proven ability to manage client relationships from first meeting onward.
• Maintain accurate notes, schedule appointments, and keep CRM up to date.

Responsibilities

• Assess client needs and teach options in a virtual setting.
• Stay in relationship after the first meeting to drive engagement.
• Maintain CRM hygiene with timely notes and appointments.

Skills

Driven

Trainable

Dependable

Comfortable with camera

Competitive

CRM hygiene

Tools

CRM software

Job description

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.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.