Remote Financial Services Associate | Virtual Consultant
Gulfport, Harrison County, Mississippi, 39501, USA
Listed on 2026-10-01
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Customer Service/HelpDesk
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.
This posting is for the Remote Financial Services Associate | Virtual Consultant role at Lever, Inc., based in Madison, MS, United States.
This role, Remote Financial Services Associate | Virtual Consultant at Lever, Inc., could be your next move.
Are you ready to take on the Remote Financial Services Associate | Virtual Consultant role at Lever, Inc.?
We would love to welcome a new Remote Financial Services Associate | Virtual Consultant to our team in Madison, MS, United States.
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