[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.ResponsibilitiesWork remotely with a flexible schedule that can adapt around family responsibilitiesCommunicate with warm, inbound leads onlyGuide individuals through clear, structured conversationsFollow a step-by-step process designed for simplicity and consistencyMaintain basic notes and follow-up tasksParticipate in training, coaching, and team developmentSkillsMust reside in the United States and be legally authorized to workDependable, self-motivated, and coachableComfortable working independently from homeStrong communication skillsOpen to a performance-based environmentSales experience is helpful but not requiredCompany OverviewThe 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 https://lotzagency.com/.
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