Remote Insurance Benefits Advisor
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the initial meeting. You will manage client communications and guide options to help decision-making.
Admin tasks include notes, appointment scheduling, and CRM hygiene. The role offers full training, a qualified-interest pipeline, and work-from-home flexibility. Interviews are conducted on Zoom.
Responsibilities
- Assess client needs and present options, maintaining the relationship after the first meeting.
- Admin tasks: notes, appointments, CRM hygiene.
Job description
Lever, Inc. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the initial meeting. You will manage client communications and guide options to help decision-making.
Admin tasks include notes, appointment scheduling, and CRM hygiene. The role offers full training, a qualified-interest pipeline, and work-from-home flexibility. Interviews are conducted on Zoom.
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