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[Remote] Client Relationship Specialist - 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 financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a Client Relationship Specialist to guide individuals and families through important financial protection reputed company while developing long-term relationships.

Responsibilities

  • Connect with individuals and families who have requested information about life insurance coverage
  • Help clients understand their options and select coverage that fits their needs
  • Maintain ongoing client relationships through consistent follow-up and service
  • Work with a supportive, remote team that provides structured training and ongoing development
  • Participate in professional development and reputed company-building sessions

Skills

  • Enjoys working with people
  • Values building trust-based relationships
  • Dependable
  • Organized
  • Motivated to grow in a professional services environment

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 https://theleakeagency.com.
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