Why Crump?
We understand that our teammates are more alike than we are different and that we are One Crump. Supported by leading technology tools and a collaborative work model, we empower our people to serve clients and support each other. Strong brands are built through consistent delivery of a company’s value proposition – for both its employees and its customers.
At Crump, we believe in investing in the teammates who work for us, supporting the business goals of the myriad professionals who work with us so they can best meet their clients’ needs, and bettering the communities that house our teammates. These beliefs have allowed Crump to maintain our standing as an industry top performer, not only as measured by sales results but, more importantly, by consistent customer and employee satisfaction and retention.
Job Summary
Develop and create new business brokerage/sales activity via the distribution of Annuity products to agents nationwide through digital, face to face visits to conferences, meetings, agencies and agents directly. Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Prospect and profile producers for new and existing insurance sales opportunities for a defined sales channel, product line and/or solution center
Utilize and understand internal resources to capitalize on team results
Incrementally grow book of business, account, territory, etc. to reflect strategic business plan requirements
Maintain proactive sales relationships with producers of respective territory and/or assigned channel/products/accounts through ongoing producer profiling, constant relationship-building, and refining and refreshing broker base
Maintain sales production metrics on a monthly basis, build appropriate sales inventory and achieve sales production plan
Work with and maintain strong working partnerships with Crump's operations teams (licensing, illustrations, case management, underwriting, commissions, etc.) to effectively issue and place policies
Remain contemporary on relevant industry, legislative and tax-related issues
Provide feedback from agents on product marketing, processing and other related customer service issues
Make required volume of proactive sales calls as required
Maintain accurate customer relationship management (CRM) activity records
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Effective interpersonal and written communication skills
Ability to provide excellent customer service to both internal and external customers
Effective time management skills
Ability to prioritize and accomplish multiple tasks simultaneously
Capable of working independently as well as in a team environment
Ability to work in a self-directed fashion
Experience with PC's in a Windows environment
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Ability to analyze problems and develop solutions
Ability to communicate with individuals at all levels of the organization
Bachelor's degree or equivalent education, training and work-related experience
Exceptional presentation skills
Two years of successful sales experience with life insurance products in the insurance industry or related financial services industry
Ability to quickly build rapport and trust while interacting with clients and delivering presentations
Proven ability to build sales production metrics on a consistent basis each month along with strong client retention and satisfaction metrics
Strong life product and/or related product experience
Understanding of current market issues and trends as it relates to the insurance/financial…