Note: The job is a remote job and is open 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 decisions 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 skill-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.