Remote Life Insurance Advisor

Lever, Inc.; Toledo (OH); 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, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, all performed remotely.

You will participate in a qualified-interest pipeline, receive full training, and have access to the current tech stack. No cold calling, with opportunities for performance-based advancement; interviews are conducted on Zoom.

Responsibilities

• Assess client needs and determine suitable options for them.
• Maintain relationship after the first meeting to nurture opportunities.
• Handle administrative tasks: notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, explains options, and maintains the relationship after the initial meeting. The role includes administrative duties such as notes, scheduling, and CRM hygiene, all performed remotely.

You will participate in a qualified-interest pipeline, receive full training, and have access to the current tech stack. No cold calling, with opportunities for performance-based advancement; interviews are conducted on Zoom.