Remote Client Specialist – Training & Inbound Help

Symmetry Financial Group; United States; Remote; USD 45,000 - 75,000; Full time

Job summary

Symmetry Financial Group is hiring remote client specialists to assist families with financial protection needs. You’ll handle inbound inquiries, listen to needs, explain options, and help complete paperwork from a home workspace. Training and team support are provided.

Role is open to U.S. residents only; a state life insurance license is required (we’ll help you obtain one if you don’t have it).

Qualifications

• Willing to learn a new professional skill.
• Ability to work independently from a quiet home workspace.
• Comfortable having structured conversations with families.
• Willing to receive real training and team support.

Responsibilities

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

Skills

Structured conversations

Independent work

Customer empathy

Job description

Symmetry Financial Group is hiring remote client specialists to assist families with financial protection needs. You’ll handle inbound inquiries, listen to needs, explain options, and help complete paperwork from a home workspace. Training and team support are provided.

Role is open to U.S. residents only; a state life insurance license is required (we’ll help you obtain one if you don’t have it).