Work From Home - Family Advocate

Lever, Inc.; Carson City (NV); Remote; USD 40,000 - 80,000; 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. seeks a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. This role handles admin tasks like notes, appointments, and CRM hygiene. It offers a work-from-home setup and ongoing training, with opportunities for growth through performance-based advancement.

Interviews are conducted on Zoom, and the position emphasizes reliability, trainability, and comfort with video calls in a remote environment.

Qualifications

• Assess needs and teach options while maintaining the relationship after the first meeting (≤140 chars)
• Admin tasks: notes, appointments, CRM hygiene (≤140 chars)

Responsibilities

• Assess client needs and present options in virtual meetings.
• Maintain CRM hygiene and accurate notes and scheduling.
• Participate in Zoom interviews as part of the process.

Skills

Driven

Trainable

Dependable

Competitive mindset

Video conferencing comfort

CRM hygiene

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.