Remote Life Insurance Consultant — Virtual Advisor

Lever, Inc.; Jackson (WY); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who can assess needs, present options, and stay in the relationship after the first meeting. This role emphasizes remote collaboration and requires excellent communication skills.

You’ll handle admin tasks like notes, appointments, and CRM hygiene while benefiting from a structured training program and a pipeline that minimizes cold calling.

Responsibilities

• Assess needs, 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. is seeking a virtual consultant who can assess needs, present options, and stay in the relationship after the first meeting. This role emphasizes remote collaboration and requires excellent communication skills.

You’ll handle admin tasks like notes, appointments, and CRM hygiene while benefiting from a structured training program and a pipeline that minimizes cold calling.