Virtual Insurance Advisor

Lever, Inc.; Brookings (SD); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified leads

Onboarding guidance

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote financial-services associate who thrives in a coached, performance-driven environment. You will speak with people who requested information, map needs to available protection options, and guide them through a simple enrollment flow.

The role provides pre-qualified warm leads, step-by-step onboarding, remote tools, flexible hours, and ongoing mentorship. It's ideal for self-starters who enjoy helping families and can adapt to feedback.

Qualifications

• Self-starters who like helping families and can handle a performance environment.
• Anyone who will not take feedback or needs a manager in the room.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.