Remote Client Care Specialist

Symmetry Financial Group; United States; Remote; USD 21,000 - 34,000; Full time

Job summary

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.

Qualifications

• 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).

Responsibilities

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

Skills

Clear communication

Willingness to learn

Remote work setup

Education

State life insurance license (or willing to obtain)

Job description

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.