Work From Home - Client Benefits Planner

Lever, Inc.; Johnston (RI); Remote; USD 50,000 - 75,000; 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 who assesses client needs, presents options, and maintains relationships after the first meeting.

This role includes administration such as taking notes, scheduling appointments, and keeping CRM hygiene, with training provided and no cold calling. Work from home with a modern tech stack and opportunities for advancement; interviews on Zoom.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• Strong communication and relationship-building skills.
• Able to manage multiple tasks while working remotely.

Responsibilities

• Assess client needs and present options.
• Teach clients about available options and next steps.
• Maintain client relationship after first meeting.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

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.