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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 seeking a Client Services Advisor to assist clients with life insurance information and reputed company guidance on policy options while building a sustainable reputed company.

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
  • 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
  • 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 https://theleakeagency.com.
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