Remote Insurance Solutions Consultant

Lever, Inc.; Grand Island (NE); Remote; USD 40,000 - 60,000; 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, teach options, and maintain relationships after the first meeting. The role includes hands-on admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, and comfortable on camera, with interviews conducted via Zoom. The position offers a fully remote setup with ongoing training and a current tech stack to support success.

Responsibilities

• Assess needs and teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes hands-on admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, and comfortable on camera, with interviews conducted via Zoom. The position offers a fully remote setup with ongoing training and a current tech stack to support success.