Work From Home - Client Benefits Planner

Lever, Inc.; Brooklyn Park (MN); Remote; USD 42,000 - 68,000; 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 maintain relationships after the initial meeting. The role includes admin tasks such as notes, appointments, and CRM hygiene, with training provided and a path for advancement.

You will work from home with no cold calling and a focus on building a qualified pipeline. Ideal candidates are driven, trainable, dependable, and comfortable competing while maintaining a professional presence on camera.

Qualifications

• Strong communication and relationship-building abilities.
• Able to work effectively in a remote setting.
• Comfort with video interviews and virtual collaboration.

Responsibilities

• Assess client needs and present options in a consultative manner.
• Nurture client relationships after the initial meeting.
• Maintain CRM hygiene, take notes, and schedule follow-ups.

Skills

Driven

Trainable

Dependable

Competitive

Camera-friendly

Tools

CRM

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.