[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.ResponsibilitiesHelp clients understand their options by following structured stepsWork through a steady pipeline of warm leads using our proven workflowKeep notes, documentation, and follow-ups organized and accurateCommunicate professionally with clients and team membersParticipate in ongoing training to build confidence and skillSkillsNo experience required. Full training providedCoachable, consistent, and self-motivatedStrong communication skillsComfortable working independently in a remote settingMust reside in and be authorized to work in the United StatesBenefitsTraining, mentorship, and growth opportunitiesA supportive, team-oriented environmentA proven system designed to remove guessworkCompany 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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