Remote Policy Review Specialist | Trainable & Growth-Minded

AO Garcia Agency; Dover (NH); À distance; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Résumé du poste

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and builds ongoing relationships after the initial meeting. You will handle admin tasks, notes, scheduling, and CRM hygiene while guiding prospects toward informed decisions.

The role includes training, a current technology stack, and working from home with Zoom interviews. Candidates should be driven, trainable, and dependable, comfortable on camera, and ready to thrive in a performance-minded team.

Responsabilités

• Assess client needs and teach options, maintaining the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Description du poste

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and builds ongoing relationships after the initial meeting. You will handle admin tasks, notes, scheduling, and CRM hygiene while guiding prospects toward informed decisions.

The role includes training, a current technology stack, and working from home with Zoom interviews. Candidates should be driven, trainable, and dependable, comfortable on camera, and ready to thrive in a performance-minded team.