Remote Family Coverage Advisor

Lever, Inc.; Kailua (HI); Remote; USD 60,000 - 90,000; 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 who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean. Interviews are conducted on Zoom and training is provided to get you up to speed.

The position emphasizes no cold calling, a qualified-interest pipeline, performance-based advancement, and working from home with access to current tech stack.

Qualifications

• Assesses client needs and presents options.
• Maintains CRM hygiene and accurate notes.
• Comfortable communicating in a virtual setting.

Responsibilities

• You assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks include notes, appointments, and CRM hygiene.

Skills

Needs assessment

Client relationship

Remote communication

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches options, and maintains the relationship after the initial meeting. The role includes administrative duties like taking notes, scheduling appointments, and keeping CRM data clean. Interviews are conducted on Zoom and training is provided to get you up to speed.

The position emphasizes no cold calling, a qualified-interest pipeline, performance-based advancement, and working from home with access to current tech stack.