Life Insurance Agent

Job Description

Remote Client Specialist | Entry Level | Lotz Agency

The Tone:
This is a fully remote, entry-level position at Lotz Agency, open to U.S. residents seeking a new career path. Lotz Agency specializes in providing life insurance products to families, and this role directly supports that mission by connecting with clients and guiding them through their options. The company is committed to comprehensive development, offering structured conversations, dedicated team support, and a robust training program to ensure all new Client Specialists can succeed, regardless of their prior professional background. This role is vital for helping individuals and families understand and secure the life insurance coverage that best fits their specific needs.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Mission: To help families compare life insurance options and find suitable solutions through needs-based conversations and administrative support.

What You’ll Actually Do
• Client Outreach & Engagement: Proactively follow up with individuals who have recently submitted inquiries, initiating the client engagement process to understand their initial interest.
• Needs-Based Consultation: Conduct comprehensive needs-based conversations with prospective clients, primarily by phone or video, to understand their specific circumstances, goals, and concerns.
• Product Comparison & Guidance: Facilitate the process for families to compare various life insurance options, presenting different product features and benefits to help them find a suitable solution.
• Administrative Support & Documentation: Guide clients through the necessary administrative steps by completing all required paperwork together for chosen life insurance products.
• Continuous Professional Development: Engage in ongoing training sessions and participate in product education programs to stay current with industry developments and enhance client service.

The Must-Haves
• Background: This is an entry-level opportunity for individuals eager to embark on a new career path, with absolutely no prior industry-specific or professional experience required, demonstrating a strong openness to learn.
• Experience: No previous experience is required for this role, as comprehensive training is provided to equip you with the necessary knowledge and skills.
• Skills: Essential skills include the ability to communicate clearly and concisely, consistently follow through on tasks and commitments, maintain a quiet home workspace, and possess a stable and reliable internet connection.