[Remote] Client Services Advisor - Remote
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 expanding their client services team and looking for service-oriented individuals to assist clients with life insurance information and provide a high-quality client experience. 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 Capability to provide guidance on policy options and next steps Skill in maintaining accurate records and follow-up communication Willingness to engage in ongoing training and mentorship Ability to deliver a high-quality, relationship-driven client experience Individuals transitioning careers Recent graduates Professionals seeking flexibility without sacrificing income potential Benefits Performance-based compensation with growth incentivesAdvancement opportunities based on performance, not tenure Company OverviewThe Leake Agency is a family-owned firm that helps families secure their financial futures with retirement protection and life insurance solutions.It was founded in 2020, and is headquartered in Clovis, CA, US, with a workforce of 51-200 employees. Its website is