Remote Insurance Account Consultant

Lever, Inc.; Federal Way (WA); Remote; USD 65,000 - 95,000; 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. seeks a remote virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

In this role you handle admin tasks like notes, appointments, and CRM hygiene. Interviews are conducted on Zoom, and training is provided to get you up to speed with the current tech stack and sales process.

Work from home is supported, with a structured onboarding and a clear path for performance-driven advancement.

Qualifications

• Driven, trainable, dependable traits for remote work
• Comfortable using a camera and Zoom interviews
• CRM hygiene and admin diligence

Responsibilities

• Assess client needs and teach options during consultations
• Maintain client relationships after the first meeting
• Handle admin tasks: notes, appointments, and CRM hygiene

Job description

Lever, Inc. seeks a remote virtual consultant to assess client needs, present options, and maintain the relationship after the first meeting.

In this role you handle admin tasks like notes, appointments, and CRM hygiene. Interviews are conducted on Zoom, and training is provided to get you up to speed with the current tech stack and sales process.

Work from home is supported, with a structured onboarding and a clear path for performance-driven advancement.