Remote Policyholder Services Consultant

Lever, Inc.; Rogers (AR); Remote; USD 60,000 - 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 relationships after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, with no cold calling and full training provided.

Interviews are conducted via Zoom, and you will work from home, leveraging the current tech stack to stay connected with prospects and clients in a flexible, performance-driven environment.

Qualifications

• Self-motivated, able to work remotely with minimal supervision.
• Strong communication and relationship-building skills.
• Comfortable using video to engage clients and prospects.
• Attention to CRM hygiene and admin tasks.

Responsibilities

• Assess client needs, present options, and guide decisions.
• Maintain ongoing relationships after initial meetings and follow-ups.

Skills

Driven

Trainable

Dependable

Camera-friendly

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and maintain relationships after the first meeting. You will handle admin tasks including notes, appointments, and CRM hygiene, with no cold calling and full training provided.

Interviews are conducted via Zoom, and you will work from home, leveraging the current tech stack to stay connected with prospects and clients in a flexible, performance-driven environment.