Lotz Agency · 4 weeks ago
Work At Home | Warm Lead Specialist
Lotz Agency is a company focused on helping individuals protect their families through clear conversations and proven processes. The Work At Home Warm Lead Specialist role involves guiding clients through steps, managing warm leads, and maintaining organized documentation in a fully remote setting.
Responsibilities
Help clients understand their options by following structured steps
Work through a steady pipeline of warm leads using our proven workflow
Keep notes, documentation, and follow-ups organized and accurate
Communicate professionally with clients and team members
Participate in ongoing training to build confidence and skill
Qualification
Required
No experience required. Full training provided
Coachable, consistent, and self-motivated
Strong communication skills
Comfortable working independently in a remote setting
Must reside in and be authorized to work in the United States
Benefits
Training, mentorship, and growth opportunities
A supportive, team-oriented environment
A proven system designed to remove guesswork
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