Remote Specialist | No Exp Needed

Lotz Agency; United States; Remote; USD 45,000 - 70,000; Full time

Job summary

Symmetry Financial Group is hiring remote client specialists to help families with life insurance decisions. All contacts are inbound; no cold-calling.

You'll listen, assess needs, walk through options, and help with paperwork. A U.S. residency and state license are required, with assistance to obtain it. Expect team training and ongoing product education, plus the flexibility to work from a quiet home workspace.

Qualifications

• Ability to work independently from a quiet home workspace
• Comfortable structured conversations with families
• Willing to learn new professional skills and participate in training

Responsibilities

• Engage in 15-30 minute conversations to understand client needs
• Walk through insurance options that fit their situation
• Assist with completing applications when clients are ready
• Respond to inquiries and follow up with families
• Participate in team training and ongoing product education

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.