[Remote] Remote Client Advisor | Flexible Schedule for Parents
Note: The job is a remote job and is open to candidates in USA. 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. 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 Skills 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 Sales experience is helpful but not required Company Overview The Lotz Agency is a family-run Insurance brokerage started in 2019. We intentionally work towards leaving people better than we found them... It was founded in 2019, and is headquartered in Fort Collins, CO, US, with a workforce of 11-50 employees. Its website is