Customer Success Manager (Remote)

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 bridg...