Remote Supplemental Insurance Advisor | Full Training

Lever, Inc.; Camden (DE); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Full training

Work from home

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties such as notes, appointment scheduling, and CRM hygiene. This is a work-from-home position with Zoom interviews and no cold calling.

You'll join a team that values trainability, dependability, and a proactive mindset, with full training provided and ongoing coaching as you grow in the role.

Responsibilities

• Assess client needs and educate options for them.
• Stay in the relationship after the first meeting; maintain CRM hygiene, schedule follow-ups.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting. The role includes admin duties such as notes, appointment scheduling, and CRM hygiene. This is a work-from-home position with Zoom interviews and no cold calling.

You'll join a team that values trainability, dependability, and a proactive mindset, with full training provided and ongoing coaching as you grow in the role.