Financial Protection Specialist | Entry Level | Remote

Looking to step into a new career in financial services? We're hiring and training remote client specialists.This role supports families navigating financial protection decisions — things like life insurance, mortgage protection, and retirement-related products. You'll talk with people who have already requested information, so there's no cold outreach. Just structured conversations with people who want help.Open to U.S. residents only. A state life insurance license is required for this role — we'll guide you through getting one if you don't have it yet.What you'll be doing:- Following up on warm, inbound inquiries- Conducting needs-based conversations via phone or video- Helping families compare and choose products- Completing application paperwork together- Ongoing professional training and product educationA good fit if you:- Are open to a career in a regulated industry- Communicate clearly and follow through reliably- Have a quiet remote workspace and reliable internet- Want a path with real training, not "figure it out yourself"Learn more: https://lotzagency.com/recruiting