Remote Insurance Sales Representative

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

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.