Customer Retention Sales Manager
About Us
The Rustman Agency is a fast-growing brokerage focused on helping families protect their financial futures. We provide life insurance, final expense, and mortgage protection solutions with a strong emphasis on integrity, service, and long-term client relationships.
Job Summary
We are seeking a Customer Retention Sales Manager to lead our client loyalty efforts. In this role, you will manage a team focused on maintaining and growing relationships with existing clients. You will help ensure policyholders stay engaged, supported, and protected. This position is ideal for a relationship-driven leader who thrives on service, strategy, and performance.
Responsibilities
Manage a remote team dedicated to customer retention and satisfaction
Develop and implement strategies to reduce policy cancellations
Support existing clients through policy reviews and value-based conversations
Identify upsell opportunities where appropriate
Handle escalated concerns with professionalism and care
Track team performance and provide coaching to improve results
Work closely with sales and service teams to ensure continuity in the customer journey
Maintain accurate records of communication and performance
What We Offer
Remote work with flexible hours
Leadership bonuses and uncapped commission potential
Ongoing training and development
Supportive team culture focused on impact and growth
Clear advancement opportunities in a growing agency
Requirements
Minimum of two years of experience in sales, customer service, or account management
Previous leadership or management experience preferred
Background in insurance or financial services is a plus
Strong communication, problem-solving, and organizational skills
Comfortable using CRM platforms and managing remote workflows
Life and Health insurance license or willingness to obtain within 30 days
Recommended Jobs
Sales Consultant - New/Used Vehicles
Universal Nissan-Hyundai-Genesis, Orlando's premier auto dealers, is looking for motivated professionals interested in a long-term career, not just a job. Due to high growth and demand we have a limi…
Staff Accountant
Job Description Job Description Martin & Associates, Inc. is currently hiring for a staff accountant. This is an entry level accounting position with the opportunity for growth. Job duties are as…
Traveling Project Engineer
The future you want is within reach. At PCL, we build the places where life happens and find camaraderie in the process. We're a community of builders committed to building better communities. …
Legal Clerical Support
Legal Clerical Support Location Cocoa, FL : Lotane & Associates, P.A. is a local law firm serving clients in the state of Florida. We have a large office in Cocoa, FL and have been practicing for ove…
Cake Decorator
Dunkin’ Donuts/Baskin Robbins is looking for hard working,creative and innovative Cake Decorators to join our team! Do you love decorating cakes? Are you looking for a job that allows you to showcase…
Experienced Architectural Associate/Project Manager (Revit)
C. Alan Anderson Architect, P.A., (CA3) is an established architectural firm in Sarasota, FL, offering an excellent atmosphere for design, continued learning, and growth within the firm. Job detai…
LPN Adult Infectious Disease - Outpatient
Location: Lee Health -2776 Cleveland AveFort Myers FL 33901 Department: LPG Adult Infectious Disease Work Type: Full Time Shift: Shift 1/8:00:00 AM to 4:30:00 PM Minimum to Midpoint Pa…
Echo Technologist OOJ - 35690
Job Description An Echo Technologist, also known as an Echocardiographer or Cardiac Sonographer, uses ultrasound technology to create images of the heart, aiding in the diagnosis and treatment of …
Home Health - RN/LPN
DeSoto Memorial Hospital has openings for Home Health Registered Nurses & Licensed Practical Nurses . Positions available Full Time & PRN. Full Time position is eligible for our robust Benefits …
Salesforce Technical Architect
Description & Requirements We are seeking a Certified Salesforce Technical Architect with expertise in Health Cloud and Federal environments to design and implement scalable, secure solutions fo…