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Client Specialist

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Client Specialist

Lotz Agency

Client Specialist

2 months ago

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Important information


Contract type:

Permanent

Location:

United States

Work mode:

Remote

Published on:

21 August 2026

What they need


You'll work fully remote with a team that trains you properly, structured conversations, clear expectations, and support at every step. Whatever your background, the program is built to get you up to speed. No previous experience required.

What the day-to-day actually looks like:

Calling back families who requested life insurance information

Asking good questions and listening more than you talk

Presenting coverage options by phone or video and answering honestly

Submitting applications and following cases through to approval

Weekly training calls and one-on-one mentorship as you learn

You'll do well here if you:

Are coachable and willing to be new at something

Show up consistently and do what you say you'll do

Have a dedicated workspace, reliable internet, and a computer

Prefer being trained by people who've done it over guessing your way through

If you're not yet licensed, we'll point you to the pre-licensing course and walk you through the process. U.S. residents only. Compensation is 100% commission.

Learn more: https://lotzagency.com/recruiting

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