Remote Client Advisor | Flexible Schedule for Parents

We're hiring remote client specialists who want to learn a new skill and work with our team supporting families across the country. This is a fully remote role. You'll work with warm, inbound client inquiries — no cold calling, no chasing leads. People reach out to us, and you help them. Our training program walks you through everything: the conversations, the tools, the products. No prior industry experience required. What you'll do day-to-day: - Speak with families who recently requested information - Walk them through their options based on their needs - Use our digital tools to complete paperwork - Continue learning through team training sessions Who does well here: - Comfortable having conversations and solving problems - Self-motivated, organized, and reliable - Has a quiet remote workspace and stable internet - Open to learning something new A few notes: This role is open to U.S. residents only. A state life insurance license is needed to do the work — if you don't have one, we'll guide you through getting it as part of your onboarding. Learn more: https://lotzagency.com/recruiting