Note: The job is a remote job and is open to candidates in USA. The Leake Agency is an independent organization within the financial protection space, partnered with nationally recognized carriers. They are seeking a Client Services Advisor to assist clients with life insurance information and provide guidance on policy options while building a sustainable remote career.
Responsibilities
- Assist clients who have requested life insurance information
- Provide guidance on policy options and next steps
- Maintain accurate records and follow-up communication
- Engage in ongoing training and mentorship
- Deliver a high-quality, relationship-driven client experience
Skills
- Service-oriented mindset
- Growth-minded attitude
- Ability to assist clients with life insurance information
- Guidance on policy options and next steps
- Maintain accurate records and follow-up communication
- Engage in ongoing training and mentorship
- Deliver a high-quality, relationship-driven client experience
- Individuals transitioning careers
- Recent graduates
- Professionals seeking flexibility without sacrificing income potential
Benefits
- Performance-based compensation
- Growth incentives
- Advancement opportunities based on performance, not tenure
Company Overview
- The Leake Agency is an insurance company that provides life insurance, mortgage protection, and retirement solutions. It was founded in 2020, and is headquartered in Clovis, California, USA, with a workforce of 51-200 employees. Its website is https://theleakeagency.com.