Remote Insurance Client Advisor
Lever, Inc.
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Benefits offered by this job
Job summary
Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and stay in the relationship after the first meeting.
You’ll handle administrative tasks, keep notes, maintain CRM hygiene, and support the essentials of the training—no cold calling and a qualified-interest pipeline. Interviews are on Zoom, and the seat includes work from home with the current tech stack and ongoing training.
Job description
Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.
Admin is part of the job: notes, appointments, CRM hygiene.
- No cold calling
- Qualified-interest pipeline
- Performance-based advancement
- Full training
- Current tech stack
- Work from home
Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.
If that is your default setting, apply. Interviews on Zoom.
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