Remote Insurance Client Advisor & Relationship Builder

Lever, Inc.; Huntington (WV); Remote; USD 50,000 - 80,000; 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, educate on options, and maintain relationships after the initial meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with training provided. The seat allows work from home and promotes performance-based advancement.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a remote environment with Zoom interviews.

Qualifications

• Ability to assess client needs and educate options.
• Maintain relationships after first meeting.
• Administrative duties: notes, scheduling, CRM hygiene.

Responsibilities

• Assess client needs, teach options, and stay in relationship after the first meeting.
• Administrative tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, educate on options, and maintain relationships after the initial meeting. The role includes admin tasks such as notes, scheduling, and CRM hygiene, with training provided. The seat allows work from home and promotes performance-based advancement.

Ideal candidates are driven, trainable, dependable, comfortable on camera, and able to thrive in a remote environment with Zoom interviews.