Remote Insurance Client Advisor
Lever, Inc.
Turn this role into an interview — a resume and cover letter built around what this employer wants.
Benefits offered by this job
Job summary
Lever, Inc. seeks a virtual consultant to assess needs, present options, and maintain relationships after the initial meeting.
The role includes admin tasks, CRM hygiene, and leveraging the current tech stack while working from home. Zoom interviews and remote collaboration are standard.
The position emphasizes driven, trainable, and dependable traits with comfort on camera.
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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