Client Relations Coordinator | Remote | Training Provided

We're looking for people interested in starting a career as a licensed insurance agent.

This is a fully remote role working with warm leads --- clients who have already requested information about life insurance products. You'll be supported by an experienced team and a structured training program designed to bring people with no prior industry experience up to speed.

Open to U.S. residents only. State life insurance license required (we'll help you obtain it if needed).

The role involves:

• Following up with families who have submitted inquiries
• Conducting needs assessments via phone or video
• Presenting product options and completing applications
• Continuing professional education on products and regulations

This may be a fit if you:

• Want a career change into a regulated industry
• Are comfortable with structured client conversations
• Can work independently with remote team support
• Have a quiet home workspace and reliable internet

Learn more:

https://lotzagency.com/recruiting