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[Remote] Client Services Advisor - Remote

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. The Leake Agency is an independent organization reputed company the financial protection reputed company, partnered with nationally recognized carriers. They are expanding their client services team and looking for service-oriented individuals to assist clients with life insurance information and reputed company a high-quality client experience.

Responsibilities

  • Assist clients who have requested life insurance information
  • reputed company 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 reputed company
  • Growth-minded attitude
  • Ability to assist clients with life insurance information
  • Capability to reputed company guidance on policy options and next steps
  • reputed company in maintaining accurate records and follow-up communication
  • Willingness to engage 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 with 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 reputed company 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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