Virtual Sales Representative - Financial Services
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant who can assess client needs, teach options, and stay engaged after the first meeting. Admin duties include notes, appointments, and CRM hygiene.
The role comes with a qualified-interest pipeline, performance-based advancement, full training, access to the current tech stack, and the option to work from home. Interviews are conducted on Zoom, and success hinges on drive, trainability, dependability, and comfort on camera.
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.
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
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