What are the responsibilities and job description for the Sales Account Manager position at Rustman Agency?
The Rustman Agency is a growing brokerage helping families protect what matters most. We specialize in personalized insurance solutions delivered with care, clarity, and integrity. Our remote-first team is focused on building long-term success through strong client relationships and service.
Job Summary
We are seeking a Sales Account Manager to build and manage relationships with clients while offering life insurance coverage tailored to their needs. This role blends consultative sales and ongoing account management. You’ll work with warm leads—no cold calling—and provide support throughout the client journey.
Responsibilities
Engage with prospective and existing clients to assess their insurance needs
Recommend suitable policy options and guide them through the application process
Maintain regular contact with clients for updates, policy reviews, and renewals
Track client interactions and sales activity using CRM tools
Meet sales performance goals while delivering high-quality service
What We Offer
Remote work flexibility with a supportive team environment
Pre-qualified leads—no cold calling required
Career advancement into leadership roles
Comprehensive training and ongoing mentorship
Requirements
Strong communication and relationship-building skills
Self-motivated and organized with a service-first mindset
Comfortable working independently in a remote setting
Life and Health Insurance License or willingness to obtain within 30 days
Experience in sales, account management, or insurance is preferred but not required
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