Note: The job is a remote job and is open to candidates in USA. The Leake Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a Client Relationship Specialist to guide individuals and families through important financial protection decisions while developing long-term relationships.
Responsibilities
- 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
Skills
- Enjoys working with people
- Values building trust-based relationships
- Dependable
- Organized
- Motivated to grow in a professional services environment
Company Overview
- The Leake Agency is an insurance company that provides life insurance, mortgage protection, and retirement solutions. It was founded in 2020, and is headquartered in Clovis, California, USA, with a workforce of 51-200 employees. Its website is https://theleakeagency.com.