[Remote] Client Services Representative | At Home | Training Provided

Note: The job is a remote job and is open to candidates in USA. Lotz Agency is expanding their remote team and seeking dependable, coachable individuals for a client-facing role. The position involves supporting families who have requested information and guiding them through coverage options with the help of a structured system.

Responsibilities

• Work from home with a flexible schedule
• Speak with warm, inbound clients who have requested information
• Explain simple coverage options and guide clients through a straightforward process
• Follow a proven, structured system that keeps your day efficient
• Participate in hands-on training, mentorship, and ongoing support

Skills

• Dependable and coachable individuals
• Comfortable speaking with clients by phone or Zoom
• Self-motivated and disciplined
• U.S.-based and legally authorized to work in the United States
• No experience required. We train the right people

Benefits

• Fully remote position
• Warm leads. No cold calling
• Step-by-step training and licensing guidance
• Ongoing support from experienced leadership
• Clear commission structure with no income cap

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