Remote Insurance Advisor — Virtual Consultations

Lever, Inc.; Hendersonville (TN); Remote; USD 60,000 - 80,000; 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 will assess client needs, teach options, and maintain relationships after the initial meeting. The role includes admin tasks like taking notes, scheduling appointments, and ensuring CRM hygiene, with no cold calling involved.

The position offers a comprehensive training program and exposure to the current tech stack, with performance-based advancement in a fully remote environment.

Qualifications

• Ability to work from home.
• Strong relationship-building skills.
• Willingness to learn and adapt.

Responsibilities

• Assess client needs.
• Present options and teach them.
• Maintain post-meeting relationship.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Notes management

Relationship management

Remote work

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, teach options, and maintain relationships after the initial meeting. The role includes admin tasks like taking notes, scheduling appointments, and ensuring CRM hygiene, with no cold calling involved.

The position offers a comprehensive training program and exposure to the current tech stack, with performance-based advancement in a fully remote environment.