Remote Supplemental Insurance Advisor

Lever, Inc.; Columbia Township (MO); Remote; USD 55,000 - 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 can assess client needs, present options, and maintain client relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, with interviews conducted over Zoom.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. Remote work is supported, and full training is provided along with a defined performance-based advancement path.

Qualifications

• Must be able to manage notes, appointments, and CRM hygiene.
• Excellent verbal and written communication for virtual engagement.
• Comfortable presenting via video and navigating Zoom meetings.

Responsibilities

• Virtual consultant role: assess needs, teach options, and stay in the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Camera comfortable

Job description

Lever, Inc. is seeking a virtual consultant who can assess client needs, present options, and maintain client relationships after the initial meeting. The role includes essential admin duties such as notes, scheduling, and CRM hygiene, with interviews conducted over Zoom.

Ideal candidates are driven, trainable, dependable, and comfortable on camera. Remote work is supported, and full training is provided along with a defined performance-based advancement path.