Unknown Company

Remote Financial Services Associate | Virtual Consultant

madison, wisconsin • Posted 5 days ago
Remote Full Time General

Lever, Inc. is seeking a remote Virtual Consultant who assesses client needs, presents options, and maintains relationships after the initial meeting. The role emphasizes relationship-building over a one-time sale and uses Zoom for interviews.

The position includes admin responsibilities like notes, scheduling, and CRM hygiene, with full training provided and ongoing support from the team. This is a work-from-home role leveraging the current tech stack. #J-18808-Ljbffr

Remote Financial Services Associate | Virtual Consultant in madison at Unknown Company

This position is listed as full time and able to be worked remotely.

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