Remote Insurance Advisor — Virtual Consultations & Growth

Lever, Inc.; Santa Fe (NM); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains relationships after the first meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with interviews on Zoom and no cold calling.

You'll work from home while staying aligned with the qualified-interest pipeline and receiving full training, ongoing support, and a clear path for performance-based advancement using the current tech stack.

Qualifications

• Experience in client-facing roles is a plus.
• Strong administrative skills and CRM hygiene.
• Comfort with Zoom interviews.

Responsibilities

• Assess client needs and present options.
• Maintain relationships after first meeting.
• Handle notes, appointments and CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, teaches options, and maintains relationships after the first meeting. The role includes administrative duties like notes, scheduling, and CRM hygiene, with interviews on Zoom and no cold calling.

You'll work from home while staying aligned with the qualified-interest pipeline and receiving full training, ongoing support, and a clear path for performance-based advancement using the current tech stack.