Remote Client Advisor | Flexible Schedule for Parents jobs in United States
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Lotz Agency ยท 4 hours ago

Remote Client Advisor | Flexible Schedule for Parents

Lotz Agency is a remote company focused on providing flexible work opportunities for parents. The role involves working with inbound leads to guide them through structured conversations, maintaining notes, and participating in training and team development.

Insurance
Hiring Manager
Tom Lotz
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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

Communication skillsDependableCoachableSelf-motivatedComfortable working independently

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

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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