Remote Insurance Benefits Consultant

Lever, Inc.; Springfield (OR); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Current tech stack

Work from home

Full training

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role includes admin work such as notes, appointments, and CRM hygiene, with training provided. The position supports work from home and develops an ongoing client pipeline.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and proficient with CRM tools. Interviews are conducted via Zoom.

Qualifications

• Soft traits valued: driven, trainable, dependable.
• Comfortable on camera and engaging clients over Zoom.
• Experience keeping notes, scheduling, and CRM hygiene.

Responsibilities

• Assess client needs and present options.
• Maintain the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfort

CRM hygiene

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and nurture the relationship after the first meeting. The role includes admin work such as notes, appointments, and CRM hygiene, with training provided. The position supports work from home and develops an ongoing client pipeline.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and proficient with CRM tools. Interviews are conducted via Zoom.