About this opportunity
Lever, Inc. lists this Remote Financial Services Associate | Virtual Consultant opportunity in madison, Mississippi. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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
Worksite address
madison, MS, 39130, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.