Remote Insurance Consultant - Home-Based

Lever, Inc.; Providence (RI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Current tech stack

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while engaging with prospects remotely.

This role emphasizes a results-driven path with a pipeline of qualified interests and ongoing training. Interviews are conducted on Zoom and the position supports a remote working setup.

Qualifications

• Ability to assess client needs and explain options.
• Maintain CRM hygiene and administrative tasks.
• Comfortable presenting options and maintaining relationships.

Responsibilities

• Assess needs and teach options to clients.
• Stay in the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Needs assessment

CRM hygiene

Relationship management

Video conferencing

Tools

CRM system

Zoom

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting. You will handle admin tasks like notes, appointments, and CRM hygiene while engaging with prospects remotely.

This role emphasizes a results-driven path with a pipeline of qualified interests and ongoing training. Interviews are conducted on Zoom and the position supports a remote working setup.