Remote Life Insurance Advisor (Virtual)

Lever, Inc.; Richmond (KY); Remote; USD 40,000 - 70,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role emphasizes clear communication, CRM hygiene, and administrative tasks such as notes and appointments.

You'll work remotely, with no cold calling, a qualified-interest pipeline, and comprehensive training. This position offers flexibility and the chance to advance based on performance while staying connected to the client journey.

Qualifications

• Experience conducting needs assessments in a client-facing role.
• Ability to build relationships and manage ongoing client engagement.
• Maintaining CRM hygiene and accurate notes post-meeting.

Responsibilities

• Assess client needs and present options.
• Teach clients about available solutions and next steps.
• Maintain relationship after initial meeting and ensure follow-ups.

Skills

Needs assessment

Relationship management

CRM hygiene

Remote work

Zoom

Tools

CRM tools

Zoom (Video conferencing)

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the initial meeting. The role emphasizes clear communication, CRM hygiene, and administrative tasks such as notes and appointments.

You'll work remotely, with no cold calling, a qualified-interest pipeline, and comprehensive training. This position offers flexibility and the chance to advance based on performance while staying connected to the client journey.