Virtual Insurance Client Advisor - No Cold Calling, Full Training

Lever, Inc.

Elizabeth (NJ)

Remote

USD 65,000 - 90,000

Full time

3 days ago
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Benefits offered by this job

Work from home
Full training
No cold calling
Performance-based advancement
Current tech stack

Job summary

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and stay in the relationship after the first meeting.

You’ll handle administrative tasks, keep notes, maintain CRM hygiene, and support the essentials of the training—no cold calling and a qualified-interest pipeline. Interviews are on Zoom, and the seat includes work from home with the current tech stack and ongoing training.

Job description

Lever, Inc. is seeking a virtual consultant to assess needs, teach options, and stay in the relationship after the first meeting.

You’ll handle administrative tasks, keep notes, maintain CRM hygiene, and support the essentials of the training—no cold calling and a qualified-interest pipeline. Interviews are on Zoom, and the seat includes work from home with the current tech stack and ongoing training.

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