Virtual Family Benefits Advisor – Training, WFH, Growth

Lever, Inc.; Frisco (TX); Remote; USD 60,000 - 90,000; 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 in Frisco, TX who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes CRM upkeep, notes, and scheduling, with interviews conducted on Zoom.

You will receive full training, a qualified-interest pipeline, and a modern tech stack; no cold calling and opportunities for performance-based advancement while working from home.

Qualifications

• Needs assessment and option presentation in a virtual setting
• CRM hygiene: notes, appointments, data maintenance
• Strong communication and relationship-building in a remote environment

Responsibilities

• Assess client needs and teach options, maintaining the relationship after the first meeting
• Handle admin tasks: notes, appointments, CRM hygiene
• Participate in Zoom interviews and virtual meetings

Job description

Lever, Inc. seeks a virtual consultant in Frisco, TX who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes CRM upkeep, notes, and scheduling, with interviews conducted on Zoom.

You will receive full training, a qualified-interest pipeline, and a modern tech stack; no cold calling and opportunities for performance-based advancement while working from home.