Home-Based Insurance Representative

Lever, Inc.; Castle Rock (CO); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present viable options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

A strong ability to work remotely and manage a pipeline is essential. Candidates should be motivated, trainable, and comfortable engaging clients via Zoom. The role emphasizes relationship building and a performance-based path to advancement with full

Responsibilities

• Assess needs of clients and tailor options accordingly.
• Teach clients about available options and their implications.
• Maintain relationship after the first meeting.
• Administrative duties including note-taking, scheduling, and CRM hygiene.

Tools

CRM

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.