[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 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