Client Relationship Specialist - Remote

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

Benefits offered by this job

Flexible scheduling

Warm leads provided

Commission-based compensation

Opportunities for advancement

Job summary

A financial services organization seeks a Client Relationship Specialist to work fully remote with flexible scheduling. In this entry-level sales role, you will connect with individuals and families regarding life insurance options, helping them make informed decisions. The position offers warm leads without cold calling, a commission-based salary with performance incentives, and opportunities for advancement. Ideal candidates are dependable and motivated to grow in a supportive professional environment.

Qualifications

• Enjoys working with people and values building trust-based relationships.
• Dependable, organized, and motivated to grow.
• Has good communication skills to connect with clients.

Responsibilities

• Connect with individuals and families seeking life insurance information.
• Help clients understand options for coverage.
• Maintain ongoing client relationships through follow-up.

Skills

Building trust-based relationships

Dependability

Organization

Motivation for professional growth

Job description

This range is provided by The Leake Agency. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $180,000.00/yr

Additional compensation types

Annual Bonus and Commission

Direct message the job poster from The Leake Agency

I help ambitious salespeople develop personally and build a successful career in the financial services industry.

What We’re Looking For

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.

Interested?

Apply through LinkedIn or message us directly to receive an interview link and learn more.

Seniority level

Entry level

Employment type

Full‑time

Job Function

• Sales, Finance, and Business Development

Industries

• Financial Services, Insurance Agencies and Brokerages, and Business Consulting and Services