Customer Success Associate | Work at Home

About the Role

Every day, families make financial decisions without the right guidance. You'd be part of changing that.

We train motivated people to work with warm, inbound clients on life insurance and financial protection --- no cold calling, no office, no experience required.

Please note: Open to U.S. residents only.

Is This a Fit For You?

This is a fit if you:

• Want work that has a clear purpose
• Are open to learning a skill that compounds over time
• Prefer flexibility over a fixed schedule
• Hold yourself accountable without being micromanaged

What You'll Be Comfortable With:

• 1099 / commission-based income
• Remote, self-directed work environment
• Having meaningful conversations with clients about protecting their families

What to Expect:

• Fully remote --- work from anywhere in the U.S.
• Training and mentorship from day one
• Proven process with a supportive team
• Part-time or full-time --- build at your own pace
• Income that reflects your effort

If this sounds like the kind of work you've been looking for, it's worth a conversation.

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