The Strickland Group · 19 hours ago
Client Experience Coordinator
United States
Full-time
Remote
Entry, Mid Level
2+ years expThe Strickland Group is a family-driven agency focused on changing how families protect their future through modern technology and human connection. The Client Experience Coordinator will build their own business, manage client relationships, and lead a team while delivering exceptional client experiences.
Financial Services
Hiring Manager
Triston Strickland
Responsibilities
Master our systems and product suite to deliver first-class client experiences
Follow up with warm leads and prior client inquiries (we provide high-quality leads)
Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth
Manage your client communication and relationship lifecycle
Build a personal brand and scale your book — recruit and lead a team when ready
Hit performance goals to unlock promotions, leadership roles, and revenue-share opportunities
Maintain licensing, contracting, and compliance for your market
Attend weekly virtual training and leadership development
Qualification
Required
Reliable phone, data, and Wi-Fi
Must pass background check and carrier contracting
Active Life & Health license, or willingness to get licensed (we'll help you in 7–10 days)
Preferred
Preferably 2+ years in sales, service, or business ownership — but grit and results matter more
Benefits
Remote, flexible schedule (evenings/weekends as client needs require)
Comprehensive training and a proven playbook to build your business
Annual all-expense-paid trips for top producers
Discounted health and life coverage options
Leadership development and agent-to-owner transition support
Company
The Strickland Group
The Strickland Group, led by Triston Strickland, is a premier agency in the Life Insurance Industry.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase