Virtual Sales Representative - Financial Services

Lever, Inc.; Orlando (FL); On-site; 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. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. This role emphasizes remote collaboration and effective communication.

Administrative duties include notes, CRM hygiene, scheduling, and keeping the relationship warm with ongoing touchpoints. Candidates should be driven, trainable, and comfortable using video. Familiarity with CRM tools, active listening, and time management will help you succeed in a

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.