Client Services Specialist – Remote

Symmetry Financial Group; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote work

Training & licensing guidance

Mentorship

Ongoing support

Job summary

Symmetry Financial Group is hiring remote Client Services Specialists to work directly with prospective clients, understanding their needs and explaining protection options. You will provide professional support throughout the decision and application process and earn commission-based compensation as a 1099 independent contractor.

New team members receive structured training, licensing guidance, mentorship, and ongoing support.

Qualifications

• 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.
• Coachable and willing to learn.
• Able to work independently in a remote environment.

Responsibilities

• Connect with prospective clients who have requested information.
• Communicate with clients by phone or video.
• Ask questions to understand individual needs and priorities.
• Clearly explain available financial protection and coverage options.
• Help clients evaluate options and move through the application process.
• Maintain organized follow-up and ongoing client communication.
• Build positive, professional client relationships.

Skills

Verbal & Written

Interpersonal Skills

Remote Work

Independent Work

Follow-up Organization

Coachability

Job description

We’re hiring remote Client Services Specialists to work directly with prospective clients, understand their needs, explain available protection options, and provide professional support throughout the decision and application process.

This position includes the sale of life insurance products 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

• Connect with prospective clients who have requested information
• Communicate with clients by phone or video
• Ask questions to understand individual needs and priorities
• Clearly explain available financial protection and coverage options
• Help clients evaluate options and move through the application process
• Maintain organized follow-up and ongoing client communication
• Build positive, professional client relationships

Required Qualifications

• 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
• Coachable and willing to learn
• Able to work independently in a remote environment

Training & Support

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

Compensation

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