[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 expanding their client services team and looking for service-oriented individuals to assist clients with life insurance information and provide a high-quality client experience.
Responsibilities
- Assist clients who have requested life insurance information
- Provide 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 mindset
- Growth-minded attitude
- Ability to assist clients with life insurance information
- Capability to provide guidance on policy options and next steps
- Skill 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