Remote Insurance Advisor — Virtual Consultant & CRM Pro
Lever, Inc.
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant based in the United States. You will assess client needs, teach available options, and stay in the relationship after the first meeting. This is a remote role with full training and a modern tech stack.
You will also handle administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom. No cold calling is required, and a performance-based path for advancement is available.
Responsibilities
- Assess client needs and present options
- Maintain relationships after the initial meeting
- Handle admin tasks: notes, appointments, CRM hygiene
Job description
Lever, Inc. is seeking a virtual consultant based in the United States. You will assess client needs, teach available options, and stay in the relationship after the first meeting. This is a remote role with full training and a modern tech stack.
You will also handle administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom. No cold calling is required, and a performance-based path for advancement is available.
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