Virtual Insurance Advisor

Lever, Inc.; Santa Ana (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. is seeking a self-driven Virtual consultant to assess client needs, present options, and nurture the relationship after the first meeting.

Admin duties include notes, appointments, and CRM hygiene while leveraging the current tech stack. This remote role comes with full training and opportunities to advance based on performance.

Qualifications

• Must be able to assess client needs and present viable options clearly.
• Ability to maintain client relationships after initial meetings.

Responsibilities

• Assess client needs and teach options to move conversations forward.
• Handle admin tasks: notes, appointments, and CRM hygiene.

Skills

Needs assessment

Relationship management

Communication

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.