Customer Engagement Manager

About the Company

The Strickland Group — backed by one of the nation’s most respected financial protection organizations — is a family-centered agency built on vision, integrity, and growth. We exist for one reason: to serve people and leave them better than we found them.

We’re modernizing the traditional financial protection industry by using advanced technology, AI-supported systems, and meaningful human connection to help families secure their futures.

No cold calling. No chasing strangers.

You’ll work exclusively with individuals and families who have already requested information and guidance.

WHAT YOU’LL DO

• Learn and master company systems, tools, and solutions to deliver a top-tier client experience
• Engage with warm leads and clients who previously reached out for assistance
• Meet with clients virtually via Zoom or phone to guide them through their protection options
• Serve as the communication bridge between clients and our organization
• Work alongside your agency team to ensure smooth, professional experiences
• Consistently hit or exceed performance benchmarks to earn advancement opportunities
• Maintain required state licensing and compliance standards
• Participate in weekly virtual meetings for training, skill development, and leadership growth
• Build and maintain strong client relationships using company-generated or self-generated inquiries
• Educate families on strategies that support long-term financial security and generational wealthWHO WE’RE LOOKING FOR

• Preferably 3+ years of experience in sales, customer service, consulting, or leadership
• Tech-savvy and comfortable using modern communication platforms
• Strong organizational skills with the ability to manage flexible schedules
• Confident communicator — both over the phone and on video
• A service-driven mindset focused on helping people make informed decisions

ROLE REQUIREMENTS

• Ability to work flexible hours, including some evenings and weekends based on client needs
• Reliable cell phone, data, and internet connection
• Ability to pass a background check
• Completion of contracting requirements
• Active Life & Health License or willingness to obtain one (we help you get licensed within 7–10 days)

WHAT WE OFFER

• 100% remote work with flexible training and scheduling
• Performance-based income structure, bonuses, and incentives
• Annual all-expense-paid trips for top performers
• Discounted health and protection plan options
• Leadership development and growth pathways within the organization

Important Note: If you are not currently licensed, The Strickland Group provides step-by-step resources to help you get licensed in as little as 7–10 days.

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