Remote Insurance Benefits Consultant — Virtual Advisor

Lever, Inc.; Sterling Heights (MI); Remote; USD 60,000 - 90,000; 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 to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote, Zoom-based interview process. Training is provided and performance-based advancement is available.

Responsibilities

• Assess needs and tailor options for clients.
• Teach options and guide through decisions.
• Maintain relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Comfortable with Zoom

Tools

Current tech stack

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with the flexibility of working from home.

Ideal candidates are driven, trainable, and dependable, comfortable on camera, and able to thrive in a remote, Zoom-based interview process. Training is provided and performance-based advancement is available.