Remote Insurance Consultant — Build Relationships

Lever, Inc.; Merrimack (NH); Remote; USD 45,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified pipeline

Advancement potential

Training provided

Remote work

Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes thoughtful communication, Zoom interviews, and staying connected with clients throughout the process.

Administrative tasks are part of the job, including notes, scheduling, and CRM hygiene. The position offers work from home, a qualified-interest pipeline, ongoing training, and opportunities for advancement within a supportive team.

Qualifications

• Ability to assess client needs and present options clearly.
• Comfortable speaking on camera and conducting remote meetings.
• Maintain CRM hygiene and accurate notes after each interaction.

Responsibilities

• Assess client needs and recommend options.
• Teach clients about available choices.
• Nurture client relationships after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Relationship-building

Communication

CRM hygiene

Remote work

Tools

CRM software

Zoom

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. The role emphasizes thoughtful communication, Zoom interviews, and staying connected with clients throughout the process.

Administrative tasks are part of the job, including notes, scheduling, and CRM hygiene. The position offers work from home, a qualified-interest pipeline, ongoing training, and opportunities for advancement within a supportive team.