Remote Insurance Consultant — Relationship Builder & Growth

Lever, Inc.; Fort Lauderdale (FL); Remote; USD 50,000 - 70,000; 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, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided.

The position operates remotely with interviews conducted via Zoom. Ideal candidates are driven, trainable, dependable, and comfortable on camera, who can perform in a remote setting and align with a qualified-interest pipeline and performance-based

Responsibilities

• Assess client needs and help them understand options.
• Teach and present solutions during the relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, with training provided.

The position operates remotely with interviews conducted via Zoom. Ideal candidates are driven, trainable, dependable, and comfortable on camera, who can perform in a remote setting and align with a qualified-interest pipeline and performance-based