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