Client Services Advisor - Remote

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

Benefits offered by this job

Remote role

Flexible scheduling

Warm leads provided

Performance-based compensation

Growth incentives

Advancement opportunities

Job summary

The Leake Agency is expanding its client services team and seeks a Client Services Advisor who thrives in a remote, growth-focused environment. This role suits career switchers, recent grads, and professionals seeking flexible income potential while helping clients protect their families.

You’ll assist clients with life insurance information, guide policy options, maintain records, and engage in ongoing training. First-year earnings potential ranges from $45,000 to $120,000+ based on performance.

Qualifications

• Service-oriented individuals with a growth mindset.
• Experience communicating with clients is a plus.

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 mindset

Remote work

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.