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Crump Life Insurance Services · 2 hours ago

Sales Development Specialist

United States

Full-time

Remote

New Grad, Entry Level

Crump Life Insurance Services is a company that emphasizes teamwork and investment in its employees. They are seeking a Sales Development Specialist to conduct targeted phone-based marketing campaigns aimed at generating business development opportunities with financial professionals, while also providing support and training on their digital platform tools.

BankingFinancial ServicesInsuranceLife InsuranceRetirement

Responsibilities

Perform outbound marketing phone calls to new and existing financial professionals to generate business development opportunities

Utilize the CrumpCRM system to log calls, contacts, conversations, and illustration requests

Support financial professional adoption of Crump's digital platform tools such as the Crump Transaction Center and other web-based tools, through the utilization of phone training and Webex walk-throughs, if needed

Collaborate with internal and external sales partners to further financial professional business development opportunities

Analyze financial professional business needs based on CrumpCRM profile information and financial professional-provided information to determine best sales approach and be able to change approaches as needed to achieve campaign goals

Identify additional business development opportunities beyond the specific campaign topic, based on knowledge of additional Crump products and services

Provide marketing support content distribution (emails, webinars, videos, flyers, podcasts)

Deliver customer support related to inbound sales calls and emails by providing prompt and knowledgeable service to connect the financial professional with the Crump resources needed

Ability to describe and provide high level training on Crump's digital solutions, including basic questions regarding usage and navigation, over phone and/or Webex

Commitment to on-going professional growth through participation in educational webinars, self-study classes, mentorship opportunities, and other educational opportunities with the goal of increasing Crump and industry knowledge to increase effectiveness of business development skills

Assist with training of other teammates

Qualification

CrumpCRMDigital solutions trainingMicrosoft OfficeWindows environmentSales experienceFinancial servicesCustomer serviceProblem analysisEffective communicationTime management