Remote Insurance Solutions Consultant

Lever, Inc.; El Paso (TX); 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. seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes communication and relationship-building in a remote setting.

You'll handle admin tasks such as notes, calendar management, and CRM hygiene, and participate in Zoom interviews. No cold calling is required, with training provided and a clear path for advancement.

Responsibilities

• Assess needs and present options to clients.
• Maintain the relationship after the first meeting.
• Admin tasks including notes, appointments, and CRM hygiene.

Skills

Driven

Trainable

Dependable

Competitive mindset

Camera-friendly

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, present options, and maintain the relationship after the initial meeting. This role emphasizes communication and relationship-building in a remote setting.

You'll handle admin tasks such as notes, calendar management, and CRM hygiene, and participate in Zoom interviews. No cold calling is required, with training provided and a clear path for advancement.