Home-Based Insurance Representative

Lever, Inc.; BLOOMINGTON (MN); Remote; USD 45,000 - 75,000; Full time

Job summary

Lever, Inc. is seeking a remote virtual consultant to assess client needs, present options, and guide decision-making after the initial meeting.

The role includes administrative duties such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom and a focus on building ongoing client relationships.

Qualifications

• Experience conducting virtual consultations and needs assessments.
• Comfort with online meetings (Zoom).
• Strong written and verbal communication.
• Ability to manage CRM notes and scheduling.

Responsibilities

• Conduct virtual discovery meetings.
• Guide clients through options and educate on solutions.
• Maintain CRM hygiene and scheduling.
• Build long-term relationships post-meeting.

Skills

Needs assessment

CRM hygiene

Virtual consultation

Relationship management

Tools

CRM software

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.