Work At Home | Entry Level | Training

Symmetry Financial Group; United States; Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Team training

Job summary

Symmetry Financial Group is hiring remote client specialists to help families with financial protection. You will handle inbound inquiries, listen to needs, and walk clients through options, completing paperwork if they decide to move forward. All work is remote and no cold-calling is involved.

A typical week includes follow-up with inquiries, 15-30 minute discovery conversations, explaining options, and assisting with applications, all within a supportive team learning environment.

Qualifications

• Experience communicating with families and explaining options clearly.
• Ability to work effectively from a quiet home workspace.
• Comfort in structured conversations and following a process.

Responsibilities

• Handle inbound inquiries from families seeking financial protection.
• Understand needs and walk families through suitable life insurance options.
• Assist with completing applications and required paperwork when ready.
• Participate in team-based training and ongoing product education.

Skills

Active listening

Communication

Independent work

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.