Remote Life Insurance Representative

AO Garcia Agency

Wasilla (AK)

Remote

USD 55,000 - 75,000

Full time

6 days ago
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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

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat
  • No cold calling
  • Qualified-interest pipeline
  • Performance-based advancement
  • Full training
  • Current tech stack
  • Work from home
Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.

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