Internal Sales Consultant jobs in United States
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Crump Life Insurance Services ยท 2 hours ago

Internal Sales Consultant

Crump Life Insurance Services is a collaborative company focused on empowering its employees and delivering value to clients. The Internal Sales Consultant will drive sales by building strong relationships with producers, generating revenue, and proactively recruiting new agents to expand the business. This role requires effective communication and coordination with team members to meet sales quotas and maintain relationships.

BankingFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Successfully build relationships with key producers to discuss complex sales concepts, marketing campaigns, and product information
Coordinate with aligned team and producers to run insurance illustrations and suggest and implement creative solutions
Assist to incrementally grow book of aligned business to reflect strategic organizational business plan requirements
Maintain proactive sales relationships with aligned producers/agents/brokers and/or assigned accounts through ongoing producer profiling, constant relationship-building, and refining and refreshment of their agent/broker base
Develop new business by recruiting new agents and growing existing agent groups to maximize revenue potential
Partner with External Sales Consultants on all aspects of producer development and maintenance of business
Be able to call on tier 2 & 3 agents in a sales capacity (defined as those generally not serviced in-person)
Maintain a proactive and supportive relationship with the Sales, Underwriting, and Operations teams and internally aligned corporate solution centers
Lead regular team meetings and establish team priorities with the sales team
Prepare monthly forecast, discuss hot list of cases each month, and ensure that each team member is aware of their responsibilities
Maintain a working knowledge of pending priority cases and be able to close those cases as necessary. Develop expert knowledge of core Hanleigh products, carriers, and corporate resources

Qualification

Life insurance knowledgeSales concepts understandingRelationship buildingMicrosoft Office proficiencyDatabase managementCustomer serviceProblem analysisInterpersonal communicationTime managementNegotiation skills

Required

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
Proven relationship building skills
Prior experience with life insurance products
Understanding of sales concepts, corresponding illustrations, and the underwriting process helpful
Understanding of commissions and client service process
Experience with database management
Strong negotiation skills with the ability to use advanced judgment in problem solving

Preferred

Two years of work experience in the Disability or Life insurance industry
Exposure to either Group Insurance solutions or Executive Benefits consulting
State Insurance Licenses

Company

Crump Life Insurance Services

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Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-01-06Acquired

Leadership Team

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Melanie Regan
Executive Assistant To The CEO
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Ron Fulton
DIRECTOR LIFE Education Group
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Company data provided by crunchbase