The Leake Agency ยท 1 day ago
Client Services Advisor - Remote
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $120K/yrThe 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.
Insurance
Hiring Manager
Chris Leake
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
Qualification
Required
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
Preferred
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
The Leake Agency
The Leake Agency is a family-owned firm that helps families secure their financial futures with retirement protection and life insurance solutions.
Founded in 2020
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Chris Leake
Founder and Owner
Company data provided by crunchbase