Remote Insurance Client Advisor — Virtual Consultant

Lever, Inc.; Alamogordo (NM); Remote; USD 42,000 - 64,000; 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 hiring a virtual consultant who assesses client needs, teaches options, and remains in the relationship after the first meeting. Admin is part of the role, including notes, appointments, and CRM hygiene.

What comes with the seat includes a no cold calling stance, a qualified-interest pipeline, performance-based advancement, full training, a current tech stack, and work from home. Interviews on Zoom.

Qualifications

• Driven, trainable, dependable demeanor.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Lever, Inc. is hiring a virtual consultant who assesses client needs, teaches options, and remains in the relationship after the first meeting. Admin is part of the role, including notes, appointments, and CRM hygiene.

What comes with the seat includes a no cold calling stance, a qualified-interest pipeline, performance-based advancement, full training, a current tech stack, and work from home. Interviews on Zoom.