Customer Engagement Manager

The Strickland Group is a family-centered agency focused on modernizing the financial protection industry through technology and meaningful connections. They are seeking a Customer Engagement Manager to work with clients who have already shown interest in their services, guiding them through protection options and ensuring a top-tier client experience.

Responsibilities:

• 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 wealth

Requirements:

• 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
• 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)