Remote Insurance Benefits Consultant

Lever, Inc.; Hot Springs (AR); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Full training

Remote work

Qualified-interest pipeline

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, explains options, and remains engaged after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with work from home enabled.

You will operate with a qualified-interest pipeline, receive full training, and use Zoom for interviews. No cold calling; success is rewarded with performance-based advancement.

Qualifications

• Experience with admin tasks including notes and CRM hygiene.
• Comfortable with video interviews using Zoom.
• Able to manage a qualified-interest pipeline.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.
• Operate within a qualified-interest pipeline and participate in training.

Skills

CRM hygiene

Appointment setting

Admin tasks

Virtual communication

Tools

CRM

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, explains options, and remains engaged after the first meeting. The role includes admin duties such as notes, appointments, and CRM hygiene, with work from home enabled.

You will operate with a qualified-interest pipeline, receive full training, and use Zoom for interviews. No cold calling; success is rewarded with performance-based advancement.