Note: The job is a remote job and is open to candidates in USA. Lotz Agency is hiring remote life insurance agents to assist families across the country with their life insurance needs. The role involves connecting with clients who have expressed interest, understanding their situations, and guiding them through the life insurance options available.
Responsibilities
- Connect with people who have asked for information
- Have honest conversations to understand their situation
- Walk through life insurance options that fit their needs
- Help complete paperwork when families are ready
Skills
- State life insurance license (or willingness to obtain one as part of training)
- Ability to connect with people who have asked for information
- Ability to have honest conversations to understand their situation
- Ability to walk through life insurance options that fit their needs
- Ability to help complete paperwork when families are ready
- Find meaning in helping families plan for what matters
- Organized, dependable, and follow through
- Communicate with patience and empathy
- Desire to grow in a professional, regulated industry
- Open to U.S. residents only
Benefits
- We'll help you get one as part of your training if you don't have it yet
- Everything happens remotely
- All your calls come from warm, inbound inquiries — never cold outreach
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 https://lotzagency.com/.