We're hiring remote client specialists to work with our team.
Here's what the role actually looks like: people reach out to us asking for help with financial protection for their families. You handle the follow-up conversation, listen to what they need, walk them through their options, and help them complete paperwork if they want to move forward. Everything is remote. Every contact is inbound. You're never cold-calling anyone.
A typical week
Reaching out to families who recently submitted inquiries
15-30 minute conversations to understand their needs
Walking through options that fit their situation
Completing applications when families are ready
Team-based training and ongoing product education
This is for you if:
You want to learn a new professional skill
You can work independently from a quiet home workspace
You're comfortable having structured conversations with families
You want real training and team support
Couple of notes: This role is open to U.S. residents only. The work involves life insurance products, so a state license is required — we'll help you get one if you don't already have it.
Learn more: https://lotzagency.com/recruiting