Remote Insurance Advisor: Client Relationships

Lever, Inc.; Hendersonville (TN); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who can assess needs, present options, and guide clients from the first meeting through follow-up. This role emphasizes relationship-building and value-driven advice delivered through a remote setup.

In addition to client-facing work, you’ll handle admin tasks like notes, appointments, and CRM hygiene, with comprehensive training and a supportive, work-from-home environment.

Responsibilities

• Assess needs of clients and tailor options.
• Teach clients about available solutions and options.
• Maintain relationships after the first meeting by following up and supporting adoption.

Job description

Lever, Inc. is seeking a virtual consultant who can assess needs, present options, and guide clients from the first meeting through follow-up. This role emphasizes relationship-building and value-driven advice delivered through a remote setup.

In addition to client-facing work, you’ll handle admin tasks like notes, appointments, and CRM hygiene, with comprehensive training and a supportive, work-from-home environment.