Overview
Remote Client Specialist | Entry Level Jobs in United States at Lotz Agency
Title: Remote Client Specialist | Entry Level
Company: Lotz Agency
Location: United States
Looking to start a career as a remote insurance agent? We're hiring.
What this role involves: working with families who have already reached out asking for information about life insurance. You handle the follow-up conversation, walk them through their options, and help them complete an application if they choose to move forward. All remote, all warm leads.
Open to U.S. residents only. State life insurance license required — we'll help you get it if you don't already have one.
A typical week:
- Outreach to families who submitted recent inquiries
- 15-30 minute scheduled conversations to assess needs
- Walk-through of product options
- Application completion when clients are ready
- Team training sessions and product education
This is for you if you:
- Want to learn a regulated industry from people who'll train you
- Can work independently from a remote home workspace
- Are comfortable with structured client conversations
- Can stay organized across multiple client touchpoints
To learn more: https://lotzagency.com/recruiting