Work From Home - Client Benefits Associate

Lever, Inc.; Warner Robins (GA); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role emphasizes relationship-building and high-touch guidance.

Admin duties include notes, scheduling, and CRM hygiene. Interviews are conducted on Zoom, with no cold calling and a focus on qualified-interest pipelines and full training.

Qualifications

• Experience providing virtual consulting and guiding clients through options.
• Strong administrative skills including notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs, teach options, and maintain relationships after the first meeting.

Skills

CRM hygiene

Note taking

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.

If that is your default setting, apply. Interviews on Zoom.