Remote Policyholder Services Advisor | Virtual Consultant

Lever, Inc.; Bath (ME); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. in Bath, ME seeks a virtual consultant who assesses needs, teaches options, and stays in the relationship after the first meeting. You’ll work from home and manage CRM hygiene as part of daily admin tasks.

Responsibilities include notes, appointments, and regular updates to the CRM; you’ll interview candidates on Zoom and participate in the full training program. This role emphasizes remote collaboration and client success.

Qualifications

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Responsibilities

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

Job description

Lever, Inc. in Bath, ME seeks a virtual consultant who assesses needs, teaches options, and stays in the relationship after the first meeting. You’ll work from home and manage CRM hygiene as part of daily admin tasks.

Responsibilities include notes, appointments, and regular updates to the CRM; you’ll interview candidates on Zoom and participate in the full training program. This role emphasizes remote collaboration and client success.