Virtual Member Services Consultant | WFH, Full Training

Lever, Inc.; Greenville (SC); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Remote work

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role is performed remotely with interviews on Zoom and requires no cold calling.

Administrative responsibilities include notes, appointment scheduling, and CRM hygiene, with full training provided. This position outlines a qualified-interest pipeline and opportunities for advancement as performance rewards.

Qualifications

• Experience with virtual consultations and client relationship management.
• Ability to conduct needs assessment and present options.
• Comfortable using Zoom for interviews.

Responsibilities

• Assess client needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role is performed remotely with interviews on Zoom and requires no cold calling.

Administrative responsibilities include notes, appointment scheduling, and CRM hygiene, with full training provided. This position outlines a qualified-interest pipeline and opportunities for advancement as performance rewards.