Virtual Family Benefits Advisor

Lever, Inc.; Spring Hill (TN); 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. is seeking a virtual consultant to assess client needs, teach options, and remain engaged after the first meeting. This role emphasizes relationship-building in a remote setting and uses Zoom for interviews.

You will handle admin tasks like notes, appointments, and CRM hygiene. The team offers a qualified-interest pipeline, no cold calling, full training, and a clear path for advancement based on performance, backed by the latest tech stack and a work-from-home setup.

Responsibilities

• Assess client needs and present options to guide decisions.
• Maintain relationships after the initial meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and remain engaged after the first meeting. This role emphasizes relationship-building in a remote setting and uses Zoom for interviews.

You will handle admin tasks like notes, appointments, and CRM hygiene. The team offers a qualified-interest pipeline, no cold calling, full training, and a clear path for advancement based on performance, backed by the latest tech stack and a work-from-home setup.