Work At Home | Entry Level | Training

Lotz Agency; 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

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.