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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, 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
  • 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
  • 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 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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