Remote Client Coordinator | Entry Level
lotz agencyDayton (OH)
Remote Client Coordinator | Entry Level
Posted today
lotz agencyDayton (OH)
SENIORITY
Junior
About the role
We're hiring remote client specialists to work with our team. Here's what the role actually looks like: people reach out to us asking for help with financial protection for their families. You handle the follow-up conversation, listen to what they need, walk them through their options, and help them complete paperwork if they want to move forward. Everything is remote. Every contact is inbound. You're never cold-calling anyone. A typical week:- Reaching out to families who recently submitted inquiries- 15-30 minute conversations to understand their needs- Walking through options that fit their situation- Completing applications when families are ready- Team-based training and ongoing product education This is for you if:- You want to learn a new professional skill- You can work independently from a quiet home workspace- You're comfortable having structured conversations with families- You want real training and team support Couple of notes: This role is open to U.S. residents only. The work involves life insurance products, so a state license is required — we'll help you get one if you don't already have it.👉 Learn more: lotzagency.com/recruiting
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.