Remote Client Coordinator — Entry Level (Life Insurance)

Symmetry Financial Group; United States; Remote; USD 25,000 - 39,000; Full time

Job summary

Symmetry Financial Group is hiring remote client specialists to support families seeking financial protection. You handle follow-up conversations, listen to needs, and walk clients through options, helping with paperwork when they choose to move forward. All work is remote and inbound only.

Typical activities include contacting families who inquired, 15–30 minute discovery calls, guiding them to suitable products, and completing applications. Training and team support are provided.

Qualifications

• Excellent verbal and written communication with families.
• Strong listening skills to understand needs and explain options clearly.
• Ability to manage follow-ups and guide clients through paperwork remotely.

Responsibilities

• Reach out to families who recently submitted inquiries.
• Conduct 15-30 minute conversations to understand needs.
• Walk through life insurance options that fit their situation.
• Assist with completing applications when families are ready.
• Participate in team-based training and ongoing product education.

Skills

Communication

Active listening

Customer service

Remote work

Education

State life insurance license

Tools

CRM software

Job description

Symmetry Financial Group is hiring remote client specialists to support families seeking financial protection. You handle follow-up conversations, listen to needs, and walk clients through options, helping with paperwork when they choose to move forward. All work is remote and inbound only.

Typical activities include contacting families who inquired, 15–30 minute discovery calls, guiding them to suitable products, and completing applications. Training and team support are provided.