Remote Policy Services Representative

Lever, Inc.; Durham (NC); Remote; USD 55,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain ongoing relationships after the first meeting. The role includes administrative duties such as notes, appointment scheduling, and keeping the CRM current.

Ideal candidates are comfortable on camera, trainable, and driven. The position offers work-from-home flexibility with full training and a defined, qualified-interest pipeline to support performance-based advancement.

Responsibilities

• Assess client needs and tailor options during virtual meetings.
• Maintain relationships after the initial meeting to support ongoing engagement.
• Handle administrative tasks including notes, meeting scheduling, and CRM hygiene.

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.