Work From Home Insurance Policy Representative

Lever, Inc.; Albany (GA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is looking for a virtual consultant who assesses client needs, presents options, and stays in the relationship after the first meeting. The position is remote and emphasizes clear communication and follow-through.

You will handle admin tasks such as notes, appointments, and CRM hygiene, with full training and a pipeline designed to support ongoing client engagement.

Qualifications

• Assess client needs and explain options.
• Maintain relationships after the first meeting.
• Handle admin tasks: notes, scheduling, CRM hygiene.

Responsibilities

• Assess needs and teach options to clients.
• Stay engaged with clients to nurture relationships after the first meeting.
• Perform admin duties: notes, appointments, and 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.