Virtual Insurance Advisor

Lever, Inc.; Greenville (MS); Remote; USD 40,000 - 60,000; Full time

Benefits offered by this job

Pre-qualified warm leads

Step-by-step onboarding

Remote tools

Flexible hours

Ongoing mentorship

Job summary

Lever, Inc. is seeking a remote enrollment specialist in the United States. You will speak with individuals who requested information and guide them through enrollment options, building a smooth flow and maintaining a client list.

A structured onboarding and ongoing mentorship accompany a flexible schedule. This role offers a long-term career path in a performance-driven environment, with pre-qualified leads and remote tools to support success.

Qualifications

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