Virtual Insurance Advisor

Lever, Inc.; Sterling Heights (MI); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

Work from home

Full training

No cold calling

Job summary

Lever, Inc. is seeking a virtual consultant based in the United States. You will assess client needs, teach available options, and stay in the relationship after the first meeting. This is a remote role with full training and a modern tech stack.

You will also handle administrative tasks like notes, appointments, and CRM hygiene, with interviews conducted on Zoom. No cold calling is required, and a performance-based path for advancement is available.

Responsibilities

• Assess client needs and present options
• Maintain relationships after the initial meeting
• Handle admin tasks: notes, appointments, CRM hygiene

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.