Remote Insurance Advisor — Training + Qualified Pipeline

Lever, Inc.; Suwanee (GA); Remote; USD 55,000 - 85,000; 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 Virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

This position emphasizes a high-quality, remote engagement model, ongoing training, and the ability to work from home while leveraging the current tech stack.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a Virtual consultant to assess client needs, present options, and maintain relationships after the initial meeting. The role includes administrative tasks such as notes, scheduling, and CRM hygiene, with interviews conducted on Zoom.

This position emphasizes a high-quality, remote engagement model, ongoing training, and the ability to work from home while leveraging the current tech stack.