[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 seeking a Client Services Advisor to assist clients with life insurance information and provide guidance on policy options while building a sustainable remote career.ResponsibilitiesAssist clients who have requested life insurance informationProvide guidance on policy options and next stepsMaintain accurate records and follow-up communicationEngage in ongoing training and mentorshipDeliver a high-quality, relationship-driven client experienceSkillsService-oriented mindsetGrowth-minded attitudeAbility to assist clients with life insurance informationGuidance on policy options and next stepsMaintain accurate records and follow-up communicationEngage in ongoing training and mentorshipDeliver a high-quality, relationship-driven client experienceIndividuals transitioning careersRecent graduatesProfessionals seeking flexibility without sacrificing income potentialBenefitsPerformance-based compensationGrowth incentivesAdvancement opportunities based on performance, not tenureCompany OverviewThe 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 https://theleakeagency.com.