Client Support Specialist

Lotz Agency; United States; A distancia; USD 21.000 - 34.000; Jornada completa

Descripción de la vacante

Symmetry Financial Group is seeking remote client specialists to assist families in evaluating life insurance options. This fully remote role focuses on warm leads, with structured conversations, teamwork, and a comprehensive training program designed for newcomers with no prior experience.

You will follow up inquiries, discuss needs over the phone or video, help families compare options, complete paperwork, and continue product education through ongoing training. This role is for U.S.

Formación

• Role requires life insurance products knowledge; no prior experience needed.
• Must be U.S. resident and have access to a quiet home workspace and reliable internet.
• State insurance license required (we help you obtain one if you don't have it yet).

Responsabilidades

• Follow up with inquiries from interested individuals.
• Conduct needs-based conversations by phone or video.
• Help families compare life insurance options and complete paperwork.

Conocimientos

Clear communication

Willingness to learn

Remote work setup

Educación

State life insurance license (or willing to obtain)

Descripción del empleo

Looking to step into something new? We're hiring and training remote client specialists.

This is a fully remote role working with warm leads — people who have already reached out asking for help. You'll have structured conversations, support from a team, and a training program designed to bring you up to speed regardless of your background. No previous experience required.

Your week looks like:

• Following up with people who recently submitted inquiries
• Having needs‑based conversations by phone or video
• Helping families compare options and find what fits
• Completing paperwork together
• Ongoing training and product education

A good fit if you:

• Are open to learning a new career
• Communicate clearly and follow through
• Have a quiet home workspace and reliable internet
• Want real training and support, not "figure it out yourself"

A couple of practical notes: This role is for U.S. residents only. The work involves life insurance products, so a state insurance license is required — we'll help you obtain one if you don't have it yet.