Remote Policyholder Advisor & Relationship Builder

Lever, Inc.; Columbia (SC); On-site; USD 48,000 - 76,000; 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. in the United States seeks a virtual consultant to assess customer needs, present options, and maintain relationships after the first meeting. This role includes admin tasks like notes, calendar hygiene, and CRM upkeep, with modern training and a welcoming path to advancement.

The position emphasizes a no cold-calling approach, a qualified-interest pipeline, and the comfort of working from home. Zoom interviews welcome.

Responsibilities

• You 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. in the United States seeks a virtual consultant to assess customer needs, present options, and maintain relationships after the first meeting. This role includes admin tasks like notes, calendar hygiene, and CRM upkeep, with modern training and a welcoming path to advancement.

The position emphasizes a no cold-calling approach, a qualified-interest pipeline, and the comfort of working from home. Zoom interviews welcome.