[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, 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
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