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, 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
- 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
- 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 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.