The Leake Agency ยท 4 hours ago
Client Relationship Specialist - Remote
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
Qualification
Required
Enjoys working with people
Values building trust-based relationships
Dependable
Organized
Motivated to grow in a professional services environment
Benefits
Commission-based compensation with performance incentives
Opportunities for advancement into leadership and client development roles