Remote Insurance Advisor - Virtual Consultant & Growth Path

Lever, Inc.; Castle Rock (CO); Remote; USD 45,000 - 65,000; 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 to assess client needs, present viable options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

A strong ability to work remotely and manage a pipeline is essential. Candidates should be motivated, trainable, and comfortable engaging clients via Zoom. The role emphasizes relationship building and a performance-based path to advancement with full

Responsibilities

• Assess needs of clients and tailor options accordingly.
• Teach clients about available options and their implications.
• Maintain relationship after the first meeting.
• Administrative duties including note-taking, scheduling, and CRM hygiene.

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present viable options, and nurture the relationship after the initial meeting. The role includes administrative tasks such as notes, appointments, and maintaining CRM hygiene.

A strong ability to work remotely and manage a pipeline is essential. Candidates should be motivated, trainable, and comfortable engaging clients via Zoom. The role emphasizes relationship building and a performance-based path to advancement with full