Virtual Sales Representative - Financial Services

Lever, Inc.; Harrisburg (SD); On-site; USD 50,000 - 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. is seeking a virtual consultant to assess client needs, present options, and guide decisions after the initial meeting. You will maintain the client relationship beyond the first engagement and help move opportunities toward closure.

The role includes administrative duties—notes, scheduling, CRM hygiene—and requires you to stay organized in a fast-paced environment. Comprehensive training and a modern tech stack support success while you work from home.

Responsibilities

• You assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

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.