Client Relations Representative – Remote

Symmetry Financial Group

United States

Remote

USD 40,000 - 90,000

Full time

13 days ago

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Benefits offered by this job

Remote work
Flexible scheduling
Lead access

Job summary

Symmetry Financial Group is hiring a remote Client Relations Representative to assist individuals and families exploring life insurance options. You will connect with prospective clients, assess needs, explain coverage, and guide them through the application process.

No prior insurance or sales experience is required; training, licensing guidance, mentorship, and ongoing support are provided. This 1099 position emphasizes commissions and performance-based compensation.

Qualifications

  • Excellent verbal and written communication skills.
  • Strong interpersonal and relationship-building abilities.
  • Comfortable speaking with clients by phone or video.

Responsibilities

  • Handle conversations with prospective clients via phone or video.
  • Ask questions to understand needs and priorities.
  • Explain life insurance and financial protection options.
  • Assist clients in reviewing coverage and completing applications.
  • Maintain organized follow-up and ongoing communication.
  • Build professional client relationships.

Skills

Communication
Verbal skills
Written communication
Interpersonal skills
Organizational skills
Coachable

Job description

We’re hiring remote Client Relations Representatives to work with individuals and families who have requested information about life insurance and financial protection options.

You’ll connect with prospective clients, learn about their needs, explain available coverage options, and provide professional guidance throughout the decision and application process.

This position includes life insurance sales responsibilities and commission-based compensation. No previous insurance or sales experience is required. Training, licensing guidance, mentorship, and ongoing support are provided.

What You’ll Do
  • Communicate with prospective clients by phone or video
  • Ask questions to understand individual needs and priorities
  • Explain available life insurance and financial protection options
  • Help clients review coverage and complete applications
  • Maintain organized follow-up and ongoing communication
  • Build strong, professional client relationships
What We’re Looking For
  • Strong verbal and written communication skills
  • Strong interpersonal and relationship-building skills
  • Comfortable speaking with people by phone or video
  • Professional, dependable, and client-focused
  • Organized and able to manage follow-up independently
  • Coachable and willing to learn
Training & Support

New team members receive structured training, product education, licensing guidance, mentorship, and continued development.

What You Can Expect
  • 100% remote work
  • Flexible scheduling
  • Access to interested prospective clients and established lead systems
  • Ongoing training and mentorship
  • Opportunities for long-term growth and leadership
Compensation

This is a 1099 independent contractor position with commission-based, performance-driven compensation.

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