Work From Home - Family Advocate

Lever, Inc.; Eagle Mountain (UT); Remote; USD 40,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Qualified-interest pipeline

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, educate options, and nurture relationships after the first meeting. The role emphasizes relationship-building with a remote, home-based setup.

You will manage admin duties, notes, appointments, and CRM hygiene, while leveraging the current tech stack. Training is provided, with interviews conducted on Zoom.

Qualifications

• Excellent communication and listening skills.
• Ability to assess needs and educate options.
• Comfortable on camera and virtual meetings.
• Reliable with administrative tasks (notes, scheduling).

Responsibilities

• Conduct virtual consultations and guide next steps.
• Maintain CRM hygiene and schedule follow-ups.
• Handle admin tasks and data entry in CRM.
• Participate in Zoom interviews.

Skills

Communication

Relationship-building

Remote work discipline

Tools

CRM software

Zoom

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.