Remote Insurance Enrollment Advisor | Full Training

Lever, Inc.; Appleton (WI); Remote; USD 55,000 - 75,000; 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 maintains the relationship after the initial meeting. The role emphasizes strong organization and CRM hygiene while working remotely and leveraging the current tech stack.

Responsibilities include note-taking, appointment setting, and ongoing client engagement, with clear paths for advancement based on performance and full training. This position supports a home-office setup and online collaboration.

Responsibilities

• Assess client needs and explain options.
• Maintain the client relationship after the first meeting.
• Handle admin tasks: take notes, schedule appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Comfortable competing

Fine with a camera

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 strong organization and CRM hygiene while working remotely and leveraging the current tech stack.

Responsibilities include note-taking, appointment setting, and ongoing client engagement, with clear paths for advancement based on performance and full training. This position supports a home-office setup and online collaboration.