Remote Insurance Advisor (Entry-Level) – Training & Growth

Lever, Inc.; Sumter (SC); Remote; USD 48,000 - 76,000; 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 needs, teaches options, and stays engaged with clients after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with ongoing follow-ups in a remote setup.

Ideal candidates are driven, trainable, and comfortable with cameras; interviews are conducted on Zoom and the position offers work-from-home flexibility.

Qualifications

• Experience coordinating with clients in a remote setting.
• Ability to assess needs and present options clearly.
• Strong organizational skills for admin tasks and CRM hygiene.

Responsibilities

• Assess client needs and teach options, then maintain the relationship after the first meeting.
• Admin duties include notes, appointments, and CRM hygiene.
• Support with a qualified-interest pipeline and ongoing follow-ups.

Skills

CRM management

Virtual collaboration

Remote work

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and stays engaged with clients after the first meeting. The role includes administrative duties such as notes, appointments, and CRM hygiene, with ongoing follow-ups in a remote setup.

Ideal candidates are driven, trainable, and comfortable with cameras; interviews are conducted on Zoom and the position offers work-from-home flexibility.