Lotz Agency ยท 2 hours ago
Remote Client Advisor | Flexible Schedule for Parents
Responsibilities
Work remotely with a flexible schedule that can adapt around family responsibilities
Communicate with warm, inbound leads only
Guide individuals through clear, structured conversations
Follow a step-by-step process designed for simplicity and consistency
Maintain basic notes and follow-up tasks
Participate in training, coaching, and team development
Qualification
Required
Must reside in the United States and be legally authorized to work
Dependable, self-motivated, and coachable
Comfortable working independently from home
Strong communication skills
Open to a performance-based environment
Preferred
Sales experience is helpful but not required
Company
Lotz Agency
The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them...
Funding
Current Stage
Early StageCompany data provided by crunchbase