[Remote] Work At Home | Warm Lead Specialist
Note: The job is a remote job and is open to candidates in USA. Lotz Agency is a company focused on helping individuals protect their families through clear conversations and proven processes. The Work At Home Warm Lead Specialist role involves guiding clients through steps, managing warm leads, and maintaining organized documentation in a fully remote setting. Responsibilities Help clients understand their options by following structured steps Work through a steady pipeline of warm leads using our proven workflow Keep notes, documentation, and follow-ups organized and accurate Communicate professionally with clients and team members Participate in ongoing training to build confidence and skill Skills No experience required. Full training provided Coachable, consistent, and self-motivated Strong communication skills Comfortable working independently in a remote setting Must reside in and be authorized to work in the United States Benefits Training, mentorship, and growth opportunities A supportive, team-oriented environment A proven system designed to remove guesswork 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