[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, and they are seeking a Client Services Advisor to assist clients with life insurance information. The role involves providing guidance on policy options, maintaining records, and delivering a high-quality client experience while working remotely. 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 Engagement 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 Growth incentives Advancement opportunities based on performance, not tenure 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