Client Relationship Specialist - Remote

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

Job summary

The Leake Agency is seeking a Client Relationship Specialist to connect with individuals and families regarding life insurance coverage. This fully remote position offers the opportunity to guide clients through important financial decisions while working with a supportive remote team.

With provided warm leads and no cold calling, the role is ideal for dependable and organized individuals motivated to grow in a professional services environment. Average first-year earnings range from $45,000 to $75,000+, with advancement opportunities into leadership roles.

Qualifications

• Skilled in maintaining client relationships through consistent follow-up.
• Ability to connect with clients and help them understand insurance options.
• Experience in a professional services environment preferred.

Responsibilities

• Guide individuals and families through financial protection decisions.
• Help clients select insurance coverage that fits their needs.
• Participate in ongoing training and professional development.

Skills

Dependability

Organization

Motivation to grow

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