Work At Home | Warm Lead Specialist jobs in United States
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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.

Insurance
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Hiring Manager
Tom Lotz
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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

CoachableSelf-motivatedCommunication skillsOrganizational skills

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

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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 Stage
Company data provided by crunchbase