Crump Life Insurance Services ยท 8 hours ago
External Wholesaler
United States
Full-time
Remote
Entry, Mid Level
2+ years exp
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Hiring Manager
Ty Moore
Insider Connection @Crump Life Insurance Services
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Responsibilities
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
Qualification
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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
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 industry and tax-related ramifications
Proven track record of progressive sales quota attainment
Must possess and maintain appropriate FINRA registrations (e.g. Series 6 and 63)
Preferred
Life brokerage experience
Strong working knowledge of Crump and appropriate channel/account/product line
Company
Crump Life Insurance Services
Crump Life Insurance Services is a distributor and service provider of insurance and retirement products.
1,001-5,000 employees
Funding
Current Stage
Late StageLeadership Team
Melanie Regan
Executive Assistant To The CEO
Ron Fulton
DIRECTOR LIFE Education Group
Company data provided by crunchbase
