Remote Supplemental Insurance Advisor

Lever, Inc.; Box Elder (SD); 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 who assesses client needs, presents options, and maintains the relationship after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and access to the current tech stack.

The role supports work from home with no cold calling and a structured, performance-based advancement path. This remote position leverages a qualified-interest pipeline and full training to enable success in a flexible,

Qualifications

• Ability to assess client needs and present suitable options.
• Ability to build and maintain client relationships after initial meetings.
• Comfort with CRM hygiene and administrative tasks.

Responsibilities

• Assess client needs and present options.
• Stay in the relationship after the first meeting.
• Maintain notes, schedule appointments, and CRM hygiene.

Skills

Needs assessment

Solution education

Relationship management

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting. Administrative duties include notes, appointments, and CRM hygiene, with training provided and access to the current tech stack.

The role supports work from home with no cold calling and a structured, performance-based advancement path. This remote position leverages a qualified-interest pipeline and full training to enable success in a flexible,