Virtual Family Advocate — Growth & Training (Remote)

Lever, Inc.; Carson City (NV); Remote; USD 40,000 - 80,000; 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 first meeting. This role handles admin tasks like notes, appointments, and CRM hygiene. It offers a work-from-home setup and ongoing training, with opportunities for growth through performance-based advancement.

Interviews are conducted on Zoom, and the position emphasizes reliability, trainability, and comfort with video calls in a remote environment.

Qualifications

• Assess needs and teach options while maintaining the relationship after the first meeting (≤140 chars)
• Admin tasks: notes, appointments, CRM hygiene (≤140 chars)

Responsibilities

• Assess client needs and present options in virtual meetings.
• Maintain CRM hygiene and accurate notes and scheduling.
• Participate in Zoom interviews as part of the process.

Skills

Driven

Trainable

Dependable

Competitive mindset

Video conferencing comfort

CRM hygiene

Tools

CRM

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role handles admin tasks like notes, appointments, and CRM hygiene. It offers a work-from-home setup and ongoing training, with opportunities for growth through performance-based advancement.

Interviews are conducted on Zoom, and the position emphasizes reliability, trainability, and comfort with video calls in a remote environment.