[Remote] Online Client Specialist | Entry Level
Note: The job is a remote job and is open to candidates in USA. Lotz Agency is hiring entry-level Online Client Specialists to work remotely with individuals who have already requested information. This role focuses on communication, education, and follow-through using a proven system, with no cold outreach required.
Responsibilities
- Communicate with inbound online leads who have requested coverage information
- Walk clients through a simple, guided conversation process
- Answer basic questions and help clients understand next steps
- Document interactions clearly within our system
- Follow a structured workflow designed to support consistency and success
Skills
- Entry-level candidates open to learning a new skill set
- Self-motivated individuals who value flexibility and accountability
- Strong communicators comfortable working online
- U.S.-based candidates legally authorized to work in the United States
Benefits
- Fully remote work environment
- Warm leads provided. No cold calling
- Step-by-step training and licensing support
- Ongoing coaching, mentorship, and leadership access
- Clear advancement opportunities for high performers
Company Overview