Entry-Level Insurance Representative - Remote

Lever, Inc.; Greenwich (CT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to engage with prospects, assess needs, teach options, and guide decision-making after the first meeting. This role emphasizes relationship-building and a consultative approach.

In addition to client work, you will handle admin tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom. Enjoy work-from-home flexibility and participate in a structured, supportive training program.

Responsibilities

• Assess client needs and present options in a clear, actionable way.
• Maintain and nurture client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Client assessment

Relationship building

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.