[Remote] Client Relationship Specialist - Remote
Note: The job is a remote job and is open to candidates in USA. The Leake Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a Client Relationship Specialist to guide individuals and families through important financial protection decisions while developing long-term relationships. Responsibilities Connect with individuals and families who have requested information about life insurance coverage Help clients understand their options and select coverage that fits their needs Maintain ongoing client relationships through consistent follow-up and service Work with a supportive, remote team that provides structured training and ongoing development Participate in professional development and skill-building sessions Skills Enjoys working with people Values building trust-based relationships Dependable Organized Motivated to grow in a professional services environment Benefits Commission-based compensation with performance incentives Opportunities for advancement into leadership and client development roles Company Overview The 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