Remote Life Insurance Consultant - Training + Growth Path

Lever, Inc.; Wasilla (AK); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Qualified-interest pipeline

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and maintain relationships after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, with a focus on remote work.

The candidate should be capable of working from home, comfortable on camera, and prepared to engage through Zoom interviews. Training is provided and performance-based advancement is available.

Qualifications

• Must be comfortable conducting meetings on Zoom.
• Able to manage notes, appointments and CRM hygiene as part of daily admin tasks.
• Strong communication and relationship-building skills are essential.

Responsibilities

• Assess needs, present options, and guide prospects during the first meeting.
• Stay in the relationship after the first meeting to nurture ongoing engagement.

Skills

CRM hygiene

Relationship management

Zoom familiarity

Clear communication

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and maintain relationships after the initial meeting. The role includes essential admin tasks such as notes, appointments, and CRM hygiene, with a focus on remote work.

The candidate should be capable of working from home, comfortable on camera, and prepared to engage through Zoom interviews. Training is provided and performance-based advancement is available.