Crump Life Insurance Services · 4 hours ago
Sales Development Specialist
United States
Full-time
Remote
New Grad, Entry LevelCrump Life Insurance Services is a company that values teamwork and invests in its employees. They are seeking a Sales Development Specialist to conduct phone-based marketing campaigns aimed at generating business development opportunities with financial professionals, while also providing support and training on their digital 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
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 PCs 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
Preferred
Prior phone-based sales or service experience
Experience in financial services
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
Founded in 1920
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-01-06Acquired
Leadership Team
Melanie Regan
Executive Assistant To The CEO
Ron Fulton
DIRECTOR LIFE Education Group
Recent News
2025-08-25
Company data provided by crunchbase