Client Services Advisor - Remote

The Leake Agency; United States; Remote; USD 45,000 - 120,000; Full time

Benefits offered by this job

Remote work flexibility

Performance-based earnings

Advancement opportunities based on cap

Job summary

The Leake Agency is expanding its client services team and seeking a Client Services Advisor who will help clients protect their families while building a flexible, remote career.

This role is suitable for individuals transitioning careers, recent graduates, or professionals seeking remote work with income potential. You’ll assist clients, guide policy options, maintain records, and engage in ongoing mentorship and training.

Qualifications

• This position fits individuals transitioning careers, recent graduates, or professionals seeking flexibility without sacrificing income potential.

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

Skills

Service-oriented

Growth-minded

Remote work eligibility

Job description

We’re expanding our client services team and looking for individuals who are service-oriented and growth-minded. As a Client Services Advisor, you’ll help clients protect their families while building a sustainable, remote career.

This position fits individuals transitioning careers, recent graduates, or professionals seeking flexibility without sacrificing income potential.

What You’ll Do

• 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

What You Can Expect

• Remote role with scheduling flexibility
• Warm leads provided
• Performance-based compensation with growth incentives
• First-year income potential of $45,000–$120,000+
• Advancement opportunities based on performance, not tenure

About the Company

We are an independent organization within the financial protection space, partnered with nationally recognized carriers.