Remote Insurance Advisor (Entry Level) – Training & Growth

Lever, Inc.; Greenwich (CT); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Work from home

Full training

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to engage with prospects, assess needs, teach options, and guide decision-making after the first meeting. This role emphasizes relationship-building and a consultative approach.

In addition to client work, you will handle admin tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom. Enjoy work-from-home flexibility and participate in a structured, supportive training program.

Responsibilities

• Assess client needs and present options in a clear, actionable way.
• Maintain and nurture client relationships after the initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Client assessment

Relationship building

Job description

Lever, Inc. is seeking a virtual consultant to engage with prospects, assess needs, teach options, and guide decision-making after the first meeting. This role emphasizes relationship-building and a consultative approach.

In addition to client work, you will handle admin tasks such as notes, appointments, and CRM hygiene, with interviews conducted on Zoom. Enjoy work-from-home flexibility and participate in a structured, supportive training program.