Remote Policyholder Services Consultant

Lever, Inc.; Bend (OR); Remote; USD 60,000 - 90,000; 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 who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes relationship-building and remote engagement.

You will handle admin tasks, keep notes, manage appointments, and maintain CRM hygiene, with interviews on Zoom and training provided. No cold calling and a focus on a quality pipeline.

Responsibilities

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

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the first meeting. This role emphasizes relationship-building and remote engagement.

You will handle admin tasks, keep notes, manage appointments, and maintain CRM hygiene, with interviews on Zoom and training provided. No cold calling and a focus on a quality pipeline.