Client Services Advisor - Remote

The Leake Agency; United States; A distancia; USD 45.000 - 120.000; Jornada completa

Descripción de la vacante

The Leake Agency is expanding its client services team and seeking a Client Services Advisor who is service-oriented and growth-minded. This remote role offers scheduling flexibility and the chance to help clients protect their families while building a sustainable career.

We provide warm leads, ongoing training, and performance-based compensation with growth opportunities. First-year income potential ranges from $45,000 to $120,000+, with advancement based on performance.

Responsabilidades

• 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

Descripción del empleo

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.