Remote Client Specialist | Entry Level

Symmetry Financial Group; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Symmetry Financial Group is hiring a remote client specialist to work with our team nationwide. You will handle inbound inquiries from families seeking financial protection, listen to their needs, and walk them through suitable options.

You will help with paperwork if they decide to move forward, with ongoing team training and product education provided. The role is fully remote and focused on inbound contacts, with no cold-calling.

Qualifications

• Willingness to learn a new professional skill.
• Ability to work independently from a quiet home workspace.
• Comfort with structured conversations with families.
• Willing to obtain a life license with company support.

Responsibilities

• Handle inbound inquiries from families seeking financial protection.
• Listen to needs and walk through options that fit their situation.
• Assist families in completing paperwork if they want to move forward.
• Participate in team training and ongoing product education.

Skills

Active listening

Communication

Remote work

Structured conversations

Job description

We're hiring remote client specialists to work with our team.

Here's what the role actually looks like: people reach out to us asking for help with financial protection for their families. You handle the follow-up conversation, listen to what they need, walk them through their options, and help them complete paperwork if they want to move forward. Everything is remote. Every contact is inbound. You're never cold-calling anyone.

A typical week:

• Reaching out to families who recently submitted inquiries
• 15-30 minute conversations to understand their needs
• Walking through options that fit their situation
• Completing applications when families are ready
• Team-based training and ongoing product education

This is for you if:

• You want to learn a new professional skill
• You can work independently from a quiet home workspace
• You're comfortable having structured conversations with families
• You want real training and team support

Couple of notes: This role is open to U.S. residents only. The work involves life insurance products, so a state license is required — we'll help you get one if you don't already have it.