Client Support Specialist

Symmetry Financial Group; United States; Remote; USD 38,000 - 52,000; Full time

Job summary

Symmetry Financial Group is hiring for a fully remote client specialist role. You will be working with warm leads and receive structured training designed for new careers, with ongoing support from a team. No previous experience is required, and a quiet home workspace with reliable internet is essential.

This position is for U.S. residents only and involves life insurance products. We’ll assist you in obtaining a state insurance license if you don’t have one yet.

Qualifications

• Must be open to learning a new career.
• Strong communication and follow-through are essential.
• Quiet home workspace with reliable internet is required.

Responsibilities

• Follow up with inquiries and warm leads.
• Conduct needs-based conversations by phone or video.
• Help families compare life insurance options and choose what fits.
• Complete the required paperwork with the client.

Skills

Clear communication

Willingness to learn

Remote-friendly

Job description

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.