Client Relationship Specialist - Remote

The Leake Agency; California; Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Fully remote position

Flexible scheduling

Commission-based pay

Performance incentives

Warm leads provided

Advancement opportunities

Job summary

The Leake Agency in the United States is seeking a Client Relationship Specialist who enjoys helping people and guiding families through important financial protection decisions. This role emphasizes trust-based relationships and a long-term, flexible career.

You will work with a remote team, receive structured training, and participate in professional development. Expect warm leads, no cold calling, and commission-based compensation with growth potential.

Qualifications

• Enjoys working with people and values building trust-based relationships.
• Dependable, organized, and motivated to grow in a professional services environment.
• Willingness to engage in remote teamwork and ongoing training.

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.

Job description

We're looking for someone who enjoys working with people and values building trust-based relationships. As a Client Relationship Specialist, you'll guide individuals and families through important financial protection decisions while developing a long-term, flexible career.

This role is well suited for individuals who are dependable, organized, and motivated to grow in a professional services environment.

What You'll Do

• 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

What You Can Expect

• Fully remote position with flexible scheduling
• Warm leads provided - no cold calling
• Commission-based compensation with performance incentives
• Average first-year earnings range of $45,000-$75,000+, with higher potential over time
• Opportunities for advancement into leadership and client development roles

About the Company

We are an independent financial services organization that partners with top-rated insurance carriers to help families protect their future.