Remote Insurance Consultant — Full Training & Qualified Pipeline

Lever, Inc.; Laurel (MT); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Performance-based advancement

Full training

Job summary

Lever, Inc. is seeking a virtual consultant who will assess client needs, present suitable options, and maintain a lasting relationship after the first meeting. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, supported by full training and a modern tech stack.

Key expectations include strong communication, drive, and the ability to work effectively from home. Performance-based advancement is offered as you grow with the team in a remote setting.

Qualifications

• Assess needs and present options after the first meeting.
• Maintain CRM hygiene and record notes, appointments.

Responsibilities

• Assess needs and teach options to clients after the first meeting.
• Stay in the relationship after the initial meeting and manage ongoing communication.

Skills

CRM software

Virtual consultation

Relationship management

Remote work

Tools

CRM

Job description

Lever, Inc. is seeking a virtual consultant who will assess client needs, present suitable options, and maintain a lasting relationship after the first meeting. The role includes essential admin tasks such as notes, scheduling, and CRM hygiene, supported by full training and a modern tech stack.

Key expectations include strong communication, drive, and the ability to work effectively from home. Performance-based advancement is offered as you grow with the team in a remote setting.