Work From Home - Client Benefits Specialist

Lever, Inc.; Kahului (HI); 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. The role includes administrative duties like notes, appointments, and CRM hygiene, with no cold calling required.

You will work from home in the United States, with a qualified-interest pipeline and full training to support growth. Zoom interviews are used for selection.

Responsibilities

• Assess client needs and present options.
• Nurture relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

Tools

Current tech stack

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.