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[Remote] Client Services Advisor - Remote

Worldwide Salaried Open

Note: The job is a remote job and is open to candidates in USA. The Leake Agency is an independent organization reputed company 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 reputed company
  • Growth-minded attitude
  • Ability to assist clients with life insurance information
  • Capability to provide guidance on policy options and next steps
  • reputed company 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.
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