[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.ResponsibilitiesConnect with individuals and families who have requested information about life insurance coverageHelp clients understand their options and select coverage that fits their needsMaintain ongoing client relationships through consistent follow-up and serviceWork with a supportive, remote team that provides structured training and ongoing developmentParticipate in professional development and skill-building sessionsSkillsEnjoys working with peopleValues building trust-based relationshipsDependableOrganizedMotivated to grow in a professional services environmentBenefitsCommission-based compensation with performance incentivesOpportunities for advancement into leadership and client development rolesCompany 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 https://theleakeagency.com.
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