Remote Insurance Enrollment Advisor

Lever, Inc.; Mobile (AL); Remote; USD 55,000 - 95,000; 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 who assesses client needs, presents options, and stays engaged in the relationship after the first meeting.

The role includes admin tasks—notes, appointments, CRM hygiene—and you will work from home with training and a clear pipeline for advancement.

Successful candidates are driven, trainable, dependable, comfortable on camera, and ready to interview on Zoom.

Qualifications

• CRM hygiene and admin discipline are essential.
• Comfortable on camera and in virtual interviews.
• Ability to manage notes, appointments, and CRM data accurately.

Responsibilities

• Assess client needs and present options.
• Maintain relationship after the first meeting.
• Perform admin tasks: notes, appointments, CRM hygiene.

Skills

CRM hygiene

Remote collaboration

Zoom interviewing

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and stays engaged in the relationship after the first meeting.

The role includes admin tasks—notes, appointments, CRM hygiene—and you will work from home with training and a clear pipeline for advancement.

Successful candidates are driven, trainable, dependable, comfortable on camera, and ready to interview on Zoom.