Work From Home Insurance Policy Representative

AO Garcia Agency; Grand Island (NE); Remote; USD 40,000 - 60,000; 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. seeks a virtual consultant to assess client needs, teach options, and maintain relationships after the first meeting. The role includes hands-on admin tasks such as taking notes, scheduling appointments, and maintaining CRM hygiene.

Ideal candidates are driven, trainable, and comfortable on camera, with interviews conducted via Zoom. The position offers a fully remote setup with ongoing training and a current tech stack to support success.

Responsibilities

• Assess needs and teach options, and stay in the relationship after the first meeting.
• Admin is part of the job: 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.